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Money Talk with Carl Stuart

Money Talk with Carl Stuart

De: Carl Stuart
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Money Talk with Carl Stuart is about the world of financial investment planning, where you determine the agenda.2025 KUT & KUTX Studios | Moody College of Communication Economía Finanzas Personales
Episodios
  • Robo-investing, whether to pay down a mortgage or invest, and career change while holding onto some of your savings
    Jun 1 2025

    Carl Stuart answers your questions including the unemotional choice of robo-advisors, using expendable income to pay down a mortgage or buy stocks, and advice for a soon-to-be-teacher to hold on to savings during the lean months ahead of student teaching. Also, some popular questions of late on 529 college plans and protesting property tax appraisals.

    The post Robo-investing, whether to pay down a mortgage or invest, and career change while holding onto some of your savings appeared first on KUT & KUTX Studios -- Podcasts.

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

    Carl Stuart answers a carryover question from the previous week on protesting property tax assessments with the help of informed listeners. He also takes on other complicated topics like how to position ranch land for their heirs or themselves, the possibility of combining pension, 401k, and 403b accounts into one for easy management, why Carl is shying away from U.S.-only stock ETFs for the near term, and other questions.

    The post Protesting your property tax appraisal, mulling the transfer of 403bs and 401ks into one account, and underperforming U.S.-stock exchange traded funds appeared first on KUT & KUTX Studios -- Podcasts.

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    52 m
  • 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
    May 18 2025

    Carl Stuart takes on some more nuanced topics like staying (a little) aggressive with your nest egg in retirement, tax strategies behind 1031 real estate transactions, and survivor benefits when one spouse's employer paid into Social Security and the other, a teacher, only paying into a pension (TRS).

    The post 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 appeared first on KUT & KUTX Studios -- Podcasts.

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    52 m
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