Money Talk with Carl Stuart

Navigating Retirement Planning, Tax Strategies, and Generational Wealth Transfer

58 min · 18. huhti 2026
jakson Navigating Retirement Planning, Tax Strategies, and Generational Wealth Transfer kansikuva

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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 [https://kutkutx.studio/money-talk-with-carl-stuart/navigating-retirement-planning-tax-strategies-and-generational-wealth-transfer#transcript] 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 Navigating Retirement Planning, Tax Strategies, and Generational Wealth Transfer [https://kutkutx.studio/money-talk-with-carl-stuart/navigating-retirement-planning-tax-strategies-and-generational-wealth-transfer] appeared first on KUT & KUTX Studios -- Podcasts [https://kutkutx.studio].

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Kaikki jaksot

63 jaksot

jakson Timeshares, Annuities & Tax Traps: The Financial Mistakes People Actually Make kansikuva

Timeshares, Annuities & Tax Traps: The Financial Mistakes People Actually Make

Carl Stuart takes caller and text questions on the national debt/Social Security crisis and about not letting taxes drive decisions. The full transcript of this episode [https://kutkutx.studio/money-talk-with-carl-stuart/timeshares-annuities-tax-traps-the-financial-mistakes-people-actually-make#transcript] 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 Timeshares, Annuities & Tax Traps: The Financial Mistakes People Actually Make [https://kutkutx.studio/money-talk-with-carl-stuart/timeshares-annuities-tax-traps-the-financial-mistakes-people-actually-make] appeared first on KUT & KUTX Studios -- Podcasts [https://kutkutx.studio].

13. kesä 202659 min
jakson Tech Layoffs, Market Corrections & IPO Traps: Carl Stuart’s Guide to Protecting Your Wealth kansikuva

Tech Layoffs, Market Corrections & IPO Traps: Carl Stuart’s Guide to Protecting Your Wealth

Carl Stuart takes caller and text questions on tech layoffs, market uncertainty, IPO warnings, and market corrections. The full transcript of this episode [https://kutkutx.studio/money-talk-with-carl-stuart/tech-layoffs-market-corrections-ipo-traps-carl-stuarts-guide-to-protecting-your-wealth#transcript] 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 Tech Layoffs, Market Corrections & IPO Traps: Carl Stuart’s Guide to Protecting Your Wealth [https://kutkutx.studio/money-talk-with-carl-stuart/tech-layoffs-market-corrections-ipo-traps-carl-stuarts-guide-to-protecting-your-wealth] appeared first on KUT & KUTX Studios -- Podcasts [https://kutkutx.studio].

6. kesä 202658 min
jakson From AI Anxiety to Markey Opportunity: What Every Investor Needs to Know kansikuva

From AI Anxiety to Markey Opportunity: What Every Investor Needs to Know

Carl Stuart takes caller and text questions on tech concentration concerns, Roth conversions, and what the future holds as AI interfaces with the economy. The full transcript of this episode [https://kutkutx.studio/money-talk-with-carl-stuart/from-ai-anxiety-to-markey-opportunity-what-every-investor-needs-to-know#transcript] 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 From AI Anxiety to Markey Opportunity: What Every Investor Needs to Know [https://kutkutx.studio/money-talk-with-carl-stuart/from-ai-anxiety-to-markey-opportunity-what-every-investor-needs-to-know] appeared first on KUT & KUTX Studios -- Podcasts [https://kutkutx.studio].

23. touko 202659 min