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.

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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.

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Carl Stuart takes questions from phone calls and texts about a range of personal finance issues, including renting out a mortgage-free home, rolling over an old 401k, looking at alternatives for 529 plans for education – and more on Money Talk.

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.

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Carl Stuart talks with callers and answers text questions about how to approach retirement with an age gap between spouses, how to invest cash holdings, bond investing, and the role of the Federal Reserve — and much more on Money Talk.

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.

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Carl Stuart answers calls and text questions about managing a large inheritance, investing in crypto, and deciding when to take Social Security, investment diversification, considering factors like inflation and longevity when planning for 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.

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Carl Stuart dives into several questions from calls and texts, including Roth IRA conversions, dividend reinvestment, asset allocation, mortgage rates, retirement savings, and gifting money.

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 Converting Roth IRAs, reinvesting dividends, asset allocation, saving for retirement, and gifting money appeared first on KUT & KUTX Studios -- Podcasts.

Carl Stuart takes on topics including the Austin real estate market, using home equity (or HELOC) to open a yogurt shop, capital gains taxes, diversifying an investment portfolio into bond funds, and moving out of state during retirement. And much more on Money Talk.

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 Austin real estate, building yogurt and ice cream shop dream with home equity, and moving after retirement. appeared first on KUT & KUTX Studios -- Podcasts.

Carl Stuart takes caller and text questions on topics like the pros and cons of passive and active investing, also what to do when inheriting property, and whether to use home equity loans to pay off high-interest debt – 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 The pros and cons of passive and active investing, inheriting property, and using home equity loans to pay off high-interest debt appeared first on KUT & KUTX Studios -- Podcasts.

Carl Stuart dives into several personal finance questions, including required minimum distributions from retirement accounts, gifting money to adult children, investing in bonds and bond funds, transitioning to 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 Gifting money to your grown-up kids, bonds vs. bond funds, and transitioning into retirement appeared first on KUT & KUTX Studios -- Podcasts.

Are target-date retirement funds worth it? How aggressive should you be in the stock market after retirement? And is the market capitalization of S&P 500 overconcentrated? Just a few of many questions Carl Stuart helps answer. Plus one texter gets some inadvertently gets some marriage counseling and another nominates Carl for the Medal of Freedom.

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 Target-date retirement funds explained, deeper dives into market funds, plus a Medal of Freedom nomination, and Carl moonlights as briefly family therapist appeared first on KUT & KUTX Studios -- Podcasts.