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Money Talk with Carl Stuart

Por: Carl Stuart

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

40 episodios disponibles

Latest episodes of the podcast Money Talk with Carl Stuart

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Converting Roth IRAs, reinvesting dividends, asset allocation, saving for retirement, and gifting money 23/08/2025

Austin real estate, building yogurt and ice cream shop dream with home equity, and moving after retirement. 16/08/2025

The pros and cons of passive and active investing, inheriting property, and using home equity loans to pay off high-interest debt 09/08/2025

Gifting money to your grown-up kids, bonds vs. bond funds, and transitioning into retirement 02/08/2025

Target-date retirement funds explained, deeper dives into market funds, plus a Medal of Freedom nomination, and Carl moonlights as briefly family therapist 26/07/2025

Allocating your assets and drawing down retirement accounts in the most advantageous way 19/07/2025

Drawing pensions early, explaining interest rates and their relationship to treasury bonds, and managing multiple houses as investments 12/07/2025

Weighing how much of an inheritance to put in a home, explaining minimum distributions from IRAs, and more on Social Security disbursements 28/06/2025

Managing your HOA’s reserve funds, taking another look at small-cap growth stocks, and changing financial advisors to the state where you retire 21/06/2025

The state of advisor fees, the pitfalls selling rental property after a partner dies, and managing year-round IRA contributions 14/06/2025

Minimizing the costs of investments, caution against seeing your home as a nest egg, and assessing inherited property values 07/06/2025

Robo-investing, whether to pay down a mortgage or invest, and career change while holding onto some of your savings 01/06/2025

Protesting your property tax appraisal, mulling the transfer of 403bs and 401ks into one account, and underperforming U.S.-stock exchange traded funds 24/05/2025

Growing your cash even after you retire, tax strategies with real estate sales, and survivor benefits when one spouse paid into Social Security and the other did not 18/05/2025

Supplementing state retirement plans, starting over after losing all your savings, investing in international stock funds, and alternatives to 529 plans for college planning. 10/05/2025

Handling Health Saving Accounts at 65 years old, more on exchange traded funds, paying down a mortgage, and thoughts on Warren Buffet’s retirement. 03/05/2025

Surprising costs when probating an estate, consolidating retirement accounts, and backdoor IRAs 26/04/2025

Investing in REITS, rolling over your old employee retirement accounts, and short selling stocks 19/04/2025

Buying gold (or not), active vs. passive managed funds, and living longer in retirement – and paying for it 12/04/2025

Reaction to market shocks after tariff announcements, and income tax strategies 05/04/2025

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