Money Talk with Carl Stuart

KUT & KUTX Studios
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Money Talk with Carl Stuart is about the world of financial investment planning, where you determine the agenda.

  1. HACE 3 DÍAS

    Navigating Retirement Planning, Tax Strategies, and Generational Wealth Transfer

    Carl Stuart takes text questions on whether to pay off a mortgage early or invest the money, discussing the pros and cons of using life insurance as an investment vehicle, and clarifying that life insurance is primarily for estate planning, business continuation, and income protection, not wealth building. The full transcript of this episode of […] The post Navigating Retirement Planning, Tax Strategies, and Generational Wealth Transfer appeared first on KUT & KUTX Studios -- Podcasts.

    59 min

  2. 11 ABR

    Realistic Retirement Planning: Navigating the Challenges and Opportunities

    Carl Stuart discusses the importance of realistic expectations, proper asset allocation, and managing debt when it comes to retirement planning. He also covers government retirement programs like Social Security and defined benefit plans, and strategies for supplementing those with personal savings and investments. The full transcript of this episode of Money Talk with Carl Stuart […] The post Realistic Retirement Planning: Navigating the Challenges and Opportunities appeared first on KUT & KUTX Studios -- Podcasts.

    53 min

  3. 4 ABR

    Navigating Retirement Planning, Charitable Trusts, and Avoiding Probate

    Carl Stuart takes caller and text questions on managing retirement accounts, maximizing emergency savings, navigating estate planning and trusts, and evaluating investment 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 […] The post Navigating Retirement Planning, Charitable Trusts, and Avoiding Probate appeared first on KUT & KUTX Studios -- Podcasts.

    59 min

  4. 28 MAR

    Navigating Tax-Efficient Investing and Retirement Planning

    Carl Stuart takes caller and text questions on strategies for minimizing capital gains taxes, evaluating the value of home care work, options for investing money for a child’s future, and advice on various investment vehicles like money market funds, bond funds, and private equity funds. The full transcript of this episode of Money Talk with […] The post Navigating Tax-Efficient Investing and Retirement Planning appeared first on KUT & KUTX Studios -- Podcasts.

    59 min

  5. 21 MAR

    Guidance on Investing Inherited Assets, Managing Retirement Savings, and Navigating the Current Economic Environment

    Carl Stuart takes caller and text questions on guidance on consolidating and managing multiple parent plus student loans, pros and cons of renting vs. buying a home and investing the down payment, and insights on inheriting assets and the tax implications. The full transcript of this episode of Money Talk with Carl Stuart is available […] The post Guidance on Investing Inherited Assets, Managing Retirement Savings, and Navigating the Current Economic Environment appeared first on KUT & KUTX Studios -- Podcasts.

    59 min

  6. 14 MAR

    When to start taking Social Security benefits, the pros and cons of investing in money market funds versus CDs, and the importance of carefully evaluating annuity products

    Carl Stuart takes caller and text questions on when to start taking Social Security benefits, the pros and cons of investing in money market funds versus CDs, and the importance of carefully evaluating annuity products. Carl discusses the importance of long-term investing and cautions against making hasty decisions during market downturns, while also providing guidance […] The post When to start taking Social Security benefits, the pros and cons of investing in money market funds versus CDs, and the importance of carefully evaluating annuity products appeared first on KUT & KUTX Studios -- Podcasts.

    58 min

  7. 8 MAR

    Rebalancing a Retirement Portfolio for Longevity and Legacy

    Carl Stuart takes caller and text questions, recommendations on how one can rebalance their portfolio, including investing in a balanced mix of equities and bonds, as well as advice on researching international funds and defined outcome ETFs. The full transcript of this episode of Money Talk with Carl Stuart is available on the KUT & […] The post Rebalancing a Retirement Portfolio for Longevity and Legacy appeared first on KUT & KUTX Studios -- Podcasts.

    59 min

  8. 1 MAR

    Navigating Retirement Finances: Advice on 401(k) Loans, RMDs, and Investment Strategies

    Carl Stuart takes caller and text questions on taking a 401(k) loan, and when you should avoid reducing your 401(k) balance, managing required minimum distributions, using qualified charitable distributions to reduce taxable income, and the benefits of exchange-traded funds compared to mutual funds. The full transcript of this episode of Money Talk with Carl Stuart […] The post Navigating Retirement Finances: Advice on 401(k) Loans, RMDs, and Investment Strategies appeared first on KUT & KUTX Studios -- Podcasts.

    51 min
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Money Talk with Carl Stuart is about the world of financial investment planning, where you determine the agenda.

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