Money Talk with Carl Stuart

Carl Stuart and Jimmy Maas discuss the different the different types and purposes of life insurance, fixed and variable annuities and their investment components, and retirement savings strategies and investment vehicles for catching up on retirement savings. The full transcript of this episode of Money Talk with Carl Stuart is available on the KUT & KUTX Studio website.

Source

Carl Stuart takes caller and text questions on how persistent inflation fundamentally changes investment strategy, practical guidance on consolidating retirement accounts with fee-only advisors, understanding tax advantages of holding appreciated assets until death, and emphasizes that investors can’t time markets, so success depends on proper asset allocation, broad diversification…

Source

Carl Stuart takes caller and text questions on debt management, estate planning, cash-out refinancing, investing for young adults, and deep dive into ETFs or mutual funds. 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.

Source

Carl Stuart takes caller and text questions on qualified charitable distributions, short-term investment options for retirees, and IRA rollovers and consolidation, 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.

Source

Carl takes caller and text questions on the importance of consolidating when it comes to retirement accounts, social security benefits, and how to put away money for the futures of your children. 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.

Source

Carl Stuart takes caller and text questions on diversification, long-term investing, understanding tax implications, and realistic retirement planning. The importance of consistently advocating for low-cost index funds, automatic investing, and fiduciary financial advice. The full transcript of this episode of Money Talk with Carl Stuart is available on the KUT & KUTX Studio website.

Source

Carl Stuart takes caller and text questions on emphasizing the importance of avoiding large losses, understanding market cycles, managing risk psychologically, and not letting taxes drive investment decisions. 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…

Source

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…

Source

Carl Stuart takes caller and text questions on tax-efficient investing, Roth conversions, and retirement planning. 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.

Source

Carl Stuart takes caller and text questions on payment plans with the IRS, retirement timing and asset relocation in retirement, sector funds vs. broad-based ETFs, and asset division in divorce. 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.

Source