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.

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.

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.

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.

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

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.

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.

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 […]

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.

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.

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.

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.

Carl Stuart takes on topics including the Austin real estate market, using home equity 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.

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

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 […]

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.

Carl Stuart takes on several topics from callers and texters, like the right ratios for your asset allocation, drawing down pre- and post-tax retirement accounts, Social Security Disability Income (SSDI), and planning for the future even at an advanced age.

Carl Stuart talks to callers and texters about whether there are downsides to drawing a pension early, the relationship Federal Reserve interest rates have with U.S. "T-notes" or treasury bonds— and their effect on banking interest rates. He also talks about managing multiple houses as investments and other topics.