Carl Stuart takes caller and text questions on personal finance, including retirement planning and pension benefits, 401(k) rebalancing, investment options within IRAs, and managing finances for different life stages and situations.

The full transcript of this episode of Money Talk with Carl Stuart is available on the KUT & KUTX Studio website. The transcript is also available as subtitles or captions on some podcast apps.

The post Retirement planning and navigating pension and retirement account options II appeared first on KUT & KUTX Studios -- Podcasts.

Carl Stuart takes caller and text questions on personal finance, including retirement planning and navigating pension/retirement account options.

The full transcript of this episode of Money Talk with Carl Stuart is available on the KUT & KUTX Studio website. The transcript is also available as subtitles or captions on some podcast apps.

The post Retirement planning and navigating pension and retirement account options appeared first on KUT & KUTX Studios -- Podcasts.

Carl Stuart takes caller and text questions on personal finance, including replacing your paycheck after retirement and tax implications of rolling over a 401(k) into an IRA.

The full transcript of this episode of Money Talk with Carl Stuart is available on the KUT & KUTX Studio website. The transcript is also available as subtitles or captions on some podcast apps.

The post Replacing your paycheck after retirement and tax implications of rolling over a 401(k) into an IRA appeared first on KUT & KUTX Studios -- Podcasts.

Carl Stuart takes caller and text questions on leasing vs. buying electric vehicles, the differences between mutual funds and exchange-traded funds (ETFs), strategies for managing required minimum distributions from retirement accounts, paying off student loan debt while also saving for the future, and more.

The full transcript of this episode of Money Talk with Carl Stuart is available on the KUT & KUTX Studio website. The transcript is also available as subtitles or captions on some podcast apps.

The post Leasing versus buying a vehicle, managing required distributions from retirement accounts, and saving while paying off debt appeared first on KUT & KUTX Studios -- Podcasts.

Carl Stuart answers caller and text questions about selling concentrated stock positions, standards for selecting a financial advisor, managing different income sources in retirement, and more.

The full transcript of this episode of Money Talk with Carl Stuart is available on the KUT & KUTX Studio website. The transcript is also available as subtitles or captions on some podcast apps.

The post Selling concentrated stock positions, standards for selecting a financial advisor, and managing different income sources in retirement appeared first on KUT & KUTX Studios -- Podcasts.

Carl Stuart walks you through a second episode of investment questions. He goes step-by-step to build your personal finance IQ and perhaps help you grow your bottom line.

The post Back To Basics: Building Your Retirement 102 appeared first on KUT & KUTX Studios -- Podcasts.

Carl Stuart walks you through investment questions step-by-step to build your personal finance IQ and perhaps help you grow your bottom line.

The post Back To Basics: Building Your Retirement 101 appeared first on KUT & KUTX Studios -- Podcasts.

Carl Stuart answers listener calls and texts on rolling over 401(k) funds, converting to Roth IRAs, Social Security, taxes, and investment strategies. Also, some discussion about the long-term solvency of Social Security and how younger people may have to rely less on it in the future.

The full transcript of this episode of Money Talk with Carl Stuart is available on the KUT & KUTX Studio website. The transcript is also available as subtitles or captions on some podcast apps.

The post Rolling over 401(k) funds, converting to Roth IRAs, Social Security, taxes, and investment strategies appeared first on KUT & KUTX Studios -- Podcasts.

Carl Stuart answers caller and texter questions on inheriting real estate and its tax liability, the pros and cons of using a fee-only financial advisor, managing investments –and risk tolerance – on your own, plus Roth IRA rollovers and a whole lot more.

The full transcript of this episode of Money Talk with Carl Stuart is available on the KUT & KUTX Studio website. The transcript is also available as subtitles or captions on some podcast apps.

The post Inheriting real estate and the tax liability, the pros and cons of using a fee-only financial advisor, managing investments –and risk tolerance – on your own appeared first on KUT & KUTX Studios -- Podcasts.

Carl Stuart talks with KUT Program Director Jimmy Maas about two of life’s inevitables, death and taxes. Carl has been a financial advisor for decades. Jimmy spent more than eight years of his journalism career at the Wall Street Journal and Bloomberg. One of them has no money (Jimmy). The other (Carl) will be dispensing the advice.

The full transcript of this episode of Money Talk with Carl Stuart is available on the KUT & KUTX Studio website. The transcript is also available as subtitles or captions on some podcast apps.

The post Money Talk’s Death and Taxes Special appeared first on KUT & KUTX Studios -- Podcasts.