Hidden Truths In Retirement & 401k Investing
61 episodes - English - Latest episode: 6 months ago -Discover hidden truths in retirement planning money management and for those not yet retired learn about best historical adjustments in the pursuit of higher 401k performance. This show is hosted by Joe Cantu, a West Point graduate with the history of the"Honor Code" at the United States Military Academy at West Point, New York. He is Chief Investment Officer of Cantu Tactical Wealth Management, with over 30 years of retirement money management experience working for 3 of the largest Wall Street Firms as a stock broker and portfolio investment manager. Joe gives you a stark unblemished truth of professional money management strategies used in making money in up and down stock markets. He has witnessed 3 major market corrections and reveals how to design and manage an IRA and defined benefit retirement plans for both directions of the stock market. He shares the secrets of High Net Worth money management in mitigating losses and disclosing the investments which typically go up when the stock market is falling. If you have a 401k he explains the techniques which may lead to better performance by making key adjustments in different economic environments. If you are a 401k trustee he presents performance ideas which may lead to happier employees in these plans. Learn how to truly manage your money with the lifetime goal to live off the earnings without touching the principal and ultimately passing the money to your heirs. Also, he will include and educational series called "Cantu's Wall Street Definitions" covering the basics of what is a stock to complicated subjects such as derivatives the Good, Bad and the Ugly of "Hedge funds" and Tax Deferred Indexed Annuities". Joe is a fiduciary and registered investment advisor in the states of California, Florida, Georgia and Texas providing pure independent advice. Finally, an interesting answer he gave when asked about the knowledge a person would gain from listening to his Podcast on retirement money management. He said. "Listening to my Podcast is much like Adam & Eve wanting the power and eating from the 'Tree of Knowledge' of good and evil. You want knowledge? Well then, I will give you knowledge, but you may not like what you see! Plus you will learn the truth about retirement money management once your eyes are opened. Knowledge is power!" . . . Joe Cantu
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Episodes
The Real Pulse of the U.S. Economy. Where's The Stock Market Going?
October 29, 2023 02:00 - 25 minutes - 34.7 MBJoe Cantu, Chief Investment Officer, along with Ronald Liston's economic market analysis provides proof of the pulse of the real U.S. economy's health. He also shows why the market is down and provides the firm's forecast of the stock market.
EP. 55 TD Ameritrade to Charles Schwab
August 22, 2023 18:00 - 17 minutes - 23.9 MBAudio of YouTube video for Cantu Tactical Wealth Management clients and customers.
EP. 54 U.S. GDP 2% ECONOMY ON TRACK
July 02, 2023 19:00 - 17 minutes - 23.7 MBJoe educates the listener on key elements of the U.S. economy which include inflations, housing, jobs and the possibility of the stock market moving higher. great for retirement planning investment portfolios.
EP. 53. 7 REASONS STOCK MARKET MAY BE MOVING TO HIGHER GROUND
June 03, 2023 01:00 - 8 minutes - 12.2 MBJoe describes the the 7 reasons Cantu Tactical Wealth Management, Inc. investment advisors Joe Cantu and Ronald Liston believe the stock market is moving to higher ground. Great for retirement money management education.
EP. 52 How To Select Tax Free Bonds
May 12, 2023 00:00 - 37 minutes - 51.7 MBJoe Cantu Provides and educational video on how to select Tax Free Municipal Bonds. He explains the risks and the type of investor best suited for these investments. Good Podcast for retirement money management education.
51. MAJOR CHANGE IN U.S. ECONOMY
May 11, 2023 19:00 - 15 minutes - 21.8 MBJoe Cantu describes the significant change that has occurred in the U.S. economy on May 10, 2023. He believes this change will effect the stock market ahead. The Firm's forecast is provided. The announcement is made of Ronald Liston being promoted to Senior Vice President of Cantu Tactical Wealth Management, Inc.. Ronald is the Lead Portfolio Manager for the Income Strategy and Investment advisor. Good Podcast for retirement money management.
EP. 50. BROAD STOCK MARKET IS STEADY
April 03, 2023 17:00 - 12 minutes - 16.6 MBJoe talks about his view of the stock market today, energy, the economy, Wall Street earnings and his forecast ahead. Nice video for retirement planning money management.
EP 49. RE-ENTERING MARKET
March 21, 2023 19:00 - 11 minutes - 15.6 MBJoe describes reason for re-entering the stock market. The Fed's possible policy interest rate decision tomorrow March 22, 2023. He discusses his stock market forecast. Great for retirement planning money management.
EP. 48 RUN ON THE BANKS
March 16, 2023 08:00 - 32 minutes - 45 MBIn RUN ON THE BANKS episode Joe describes for retirees what caused the the run and what our government has done in reaction. He further describes history of a Run On The Banks and why the eyes of the world are watching the United States in this event. He also educates you on the Credit Suisse bank stock drop. Great episode for retirement money management concerns.
EP. 47. 2023 Forecast
January 03, 2023 01:00 - 13 minutes - 18.1 MBJoe Cantu provides his 2023 Forecast. He provides a 2022 review of the stock market and his outlook for 2023. He also discusses possibility of a recession in 2023.
EP. 46 2nd Half Of 2022 Stock Market Forecast
August 16, 2022 22:00 - 15 minutes - 21.8 MBJoe Cantu provides his analysis of last Fed rate hike and how inflation impacts corporate earnings reports and money managers thought they understood, but didn't. He gives his second half of 2022 stock market forecast. Great audio for retirement money management investors and the understanding future stock market. Answers the questions of what really makes the stock market tick.
2nd Half Of 2022 Stock Market Forecast
August 16, 2022 22:00 - 15 minutes - 21.8 MBJoe Cantu provides his analysis of last Fed rate hike and how inflation impacts corporate earnings reports and money managers thought they understood, but didn't. He gives his second half of 2022 stock market forecast. Great audio for retirement money management investors and the understanding future stock market. Answers the questions of what really makes the stock market tick.
EP 45 WEAK U.S. DOLLAR? What Are The Best Investments, Historically?
July 26, 2022 06:00 - 14 minutes - 20.3 MBJuly 25, 2022, In a weak U. S. Dollar situation, Joe Cantu describes the possible causes of a weak dollar and the best investments to make money from a historical standpoint. He provides ideas for the type of stocks to add in a retirement portfolio to have some degree of insulation against a companies earnings loss in a weak U.S. Dollar scenario. Excellent for adding income to retirement portfolios in this weak U.S. Dollar Scenario. Note: Investments described in this video have interest...
EP 44 STOCK MARKET CROSSES KEY INDICATOR
July 21, 2022 14:00 - 15 minutes - 21.1 MBJoe Cantu explains the key significance of the stock market crossing a key indicator and how important Earnings Season can be. He also describes the current investment sectors moving up in the market as of July 20, 2022. Excellent for those managing retirement accounts needing some key telltale signs of the direction of the market.
EP. 43. Looking Into The Future By Analyzing The Past
May 20, 2022 06:00 - 45 minutes - 62 MBJoe Cantu, Chief Investment Officer for Cantu Tactical Wealth Management provides an analysis of the past stock market performance in a high inflationary environment in the years 1979 to 1983. He also gives and understanding between GDP and S&P 500 earnings and his forecast for 2022 and beyond considering this sell-off.
EP.42 PORTFOLIO ADJUSTMENTS & NON-CORRELATED INVESTMENT & Gary Klabunde
May 03, 2022 03:00 - 41 minutes - 56.7 MBJoe Cantu* hosts guest speaker Gary Klabunde, Senior Portfolio Manager, Vice President, Cantu Tactical Wealth Management and registered investment advisor in the states of California, Florida and Texas.* Gary provides his analysis of the stock market sell-offs, inflation and his forecast of the long term stock market. Gary introduces a different kind of investment which has the possibility of rising with the expected interest rate hike in the U.S. Great podcast for retirees to learn wh...
EP. 41. UNCERTAINTY SPOOKS THE MARKET
April 23, 2022 09:00 - 27 minutes - 37.4 MBJoe Cantu Chief Investment Officer for Cantu Tactical Wealth Management explains how uncertainty can spook the stock market. He describes the events which led to a 981 point sell-off on the DJIA Friday April 22, 2022. He also gives his near term forecast. Great for understanding what drives the stock market.
EP. 40. FACT or FICTION?
March 08, 2022 06:00 - 27 minutes - 38.5 MBThis episode distinguishes between fact or fiction of a warranted market sell-off or emotional over reactions. In the Russian invasion of the Ukraine and the deep market drop off it provides an understanding of true earnings and the possible future direction of the market . J
EP. 39. THE MARKET & RUSSIA
February 23, 2022 12:00 - 15 minutes - 14.1 MBIn this episode you will learn the 4th quarter earnings for the market in the United States and how Cantu Tactical Wealth Management will make a dynamic portfolio adjustment in consideration of Russia's possible future actions. This provides ideas which may be applied to retirement planning portfolio adjustments considering a moderate risk investor. Note: Cantu Tactical Wealth Management, Inc. and Joe Cantu are a fiduciary and registered investment advisors in the states of California, Fl...
EP. 38. 401K Basics of Company Retirement Plan Successful Investing
February 12, 2022 10:00 - 52 minutes - 48.3 MB401k company retirement plan successful investing basics. Learn what is your risk tolerance and why it is important in structuring your retirement plan investments? Understand the possible types of investment management in your retirement plan. Find out about the many different kinds of fund names and what they mean? Discover what dividends are and why they should be treated differently in mutual funds versus stocks? Explore key features in determining retirement plan performance. Ho...
EP. 37. DON'T FIGHT THE FED
January 31, 2022 11:00 - 22 minutes - 20.9 MBWhen interest rates are rising we say "Don't Fight The Fed" which means agree with them there is growth & inflation. A great episode to understand how to structure a retirement portfolio in reaction to the Fed. Learn what kind of investments to use in rising rates or falling rates.
EP. 36. TAX REDUCTION & OMICRON AND THE MARKET AHEAD
December 04, 2021 14:00 - 24 minutes - 22.6 MBJoe Cantu discusses tax reduction ideas for retirement portfolios. He further describes the Omicron virus effect on the Market and his expectations for the Market ahead.
EP. 35. MARKET DOWN 900 POINTS WHY?
November 29, 2021 17:00 - 19 minutes - 18.3 MBJoe Cantu describes his reasoning for the Market being spooked and dropping 900 points on Black Friday. He provides his firm's possible courses of action and a look into the future. Essential for retirees to have an understanding of choices to make for their retirement portfolios now and in the future.
EP. 34. INDEX FUNDS
November 15, 2021 13:00 - 49 minutes - 45.5 MBIn EP. 34. INDEX FUNDS Joe Cantu explains the history and type of equity (stock), fixed income (bonds), international and commodity index funds for income in retirement accounts and performance. He explains the "transparency" and other advantages Index funds have over traditional mutual funds and how they trade on the New York Stock Exchange.
EP. 33 WHERE IS THE MARKET HEADED?
November 07, 2021 22:00 - 30 minutes - 42.2 MBJoe Cantu explains for retirement portfolios where the stock market is headed from his analysis at Cantu Tactical Wealth Management. He explains the current positions in his investment portfolios and provides a look in the future in his forecasting models. He further explains the dangers of having the wrong kind of bonds in a retirement portfolio which may lose money.
EP. 32. STOCK MARKET ADVANCE March 2021
March 04, 2021 08:00 - 15 minutes - 22 MBRetirement portfolio discussion about why the stock market will continue to advance in March of 2021 moving forward. Also, learn Joe Cantu's expectation for the catalyst of the next market correction and when it will occur and why? Discover the investment positions Cantu Tactical Wealth Management, Inc. is placing in their portfolios to diversify and protect retirement assets.
EP. 31. Vaccines & Market Change
January 29, 2021 03:00 - 16 minutes - 23.1 MBVaccines and stock market changing for retirement accounts. Congratulations to Gary Klabunde. Certified Market Technician
Defensive Posture & Changing Custodians
September 22, 2020 22:00 - 38 minutes - 52.4 MBSeptember 22, 2020 Joe Cantu discusses his defensive posture for his portfolios and the reason behind changing Custodians in detail. Included is a historical view of September and October why they are volatile months for retirement money. Why November and December are the best months and his strategy of investment selections if Biden wins or investment selections if President Trump is victorious.
Ep. 29. ETFs vs. Mutual Funds
August 25, 2020 23:00 - 1 hour - 147 MBLearn why ETFs are preferred over traditional old Mutual Funds. Find out how retirement portfolios may benefit from Bond ETFs and counter market securities to protect the principle. Discover the numerous ETFs available to retirement investors.
Ep. 28. Predicting The Stock Market Direction
August 25, 2020 20:00 - 1 hour - 85.5 MBIs it possible to predict the direction of the stock market? Is it possible to predict stock prices and their direction? Retirement money managers and financial planners all need to have the foresight of where the stock market direction is going. Find out the hidden truth behind the scenes of how market direction is predicted. Discover a new analogy of how the direction of something so unpredictable can be predicted. Unearth the entire profession devoted to the stock market and stock pr...
Ep. 27. Market Continues It's Rebound
June 25, 2020 18:00 - 20 minutes - 28.4 MBThis episode describes 3 catalysts for the the stock market to continue it's rebound reflected in our analysis this June 25, 2020 by Cantu Tactical Wealth Management, Inc. Retirement portfolio money managers are dependent on investment analysis of the economic recovery of the United States business environment. Listen and discover these 3 key possible catalysts for the stock market in the Covid-19 recovery.
Ep. 26. Stock Market V Shape Recovery On Track
June 05, 2020 13:00 - 11 minutes - 15.7 MBA blow-out jobs number report this morning. This means the stock market V shape recovery in on track. Retirement planning is predicated on the performance of your money. It is important to keep track of the economy how jobs numbers reflect the performance of business.
George Floyd's Death: Time To Cleanse Bad Police Officers Off The Department Payroll
June 02, 2020 01:00 - 6 minutes - 9.25 MBDerek Chauvin had 18 bad misconduct complaints on his police record before he killed George Floyd by depriving him of the air to breathe. It is time for public officials to mandate all police departments to find and fire bad police officers with similar profiles of bad misconduct. These type of bad officers need to find another profession more suitable for civilized society. Perhaps create a board of multinational people to review bad police officer misconduct? Just my opinion. (Please ...
Fiduciary? Are They Really?
May 30, 2020 03:00 - 16 minutes - 22.5 MBFind out the hidden truth behind this fancy word Fiduciary. What is a Fiduciary? There are so many financial planners, brokers and insurance agents abusing this title. Discover key financial products which may disclose a wolf in sheep's clothing for retirees. Find out if your investment advisor of your 401k may or may not be a Fiduciary. Find out if your financial planner is really a fiduciary.
What is the Difference between a Broker, Financial Planner, Insurance Agent and Investment Adviser?
May 30, 2020 03:00 - 28 minutes - 39.5 MBThere is so much confusion about investment advisers in the financial industry. Who are all these people and what do they do? Find out the the real truth about the difference between a stock broker, financial planner, registered representative, financial consultant, investment adviser, and insurance agent. How can I tell the who charges commissions and who does not charge commissions. Who are fee based? Which of these are insurance agents? Retirement investment management is a real is...
Hedge Funds Hidden Truths
May 30, 2020 02:00 - 13 minutes - 19 MBLearn the hidden truths and mystery about Hedge funds. Who can invest in them. What are the risks? Why are they called Hedge funds? Are hedge funds an appropriate investment for a retirement account or an IRA?
Annuity Bomb!
May 30, 2020 01:00 - 24 minutes - 33.7 MBAnnuity bomb episode talks about how you can get wiped out of your retirement money. Discover the most destructive aspects of a tax deferred annuity. Learn a hidden truth which no one ever talks about in the financial planning business about tax deferred annuities.
Annuity Bomb!
May 30, 2020 01:00 - 24 minutes - 33.7 MBAnnuity bomb episode talks about how you can get wiped out of your retirement money. Discover the most destructive aspects of a tax deferred annuity. Learn a hidden truth which no one ever talks about in the financial planning business about tax deferred annuities.
Ep. 20. The Good, Bad & Ugly of Annuities
May 24, 2020 18:00 - 47 minutes - 65.9 MBRetirees are over sold annuities. There is a particular place for them on rare occasions. You are told that they are guaranteed, however, you are being mislead because their word for guarantee does not mean the same to the public and you may have a risk of loss of enormous proportions. Yet, financial planners sell these like hot bread & butter for retirement planning accounts. Beware! Discover the hidden truths about tax deferred index annuities. I provide real life stories about these...
Ep. 19. 401k Possible Performance Funds for Covid-19
May 24, 2020 16:00 - 15 minutes - 21 MB401k possible performance funds for a retirement 401k diversification. Conservative, Moderate or Aggressive Investor all need guidance on how to diversify a 401k account in the possible Covid-19 expected recovery. Presented are ideas for 401k retirement accounts which may help in understanding this concept of investing.
GOLD ALERT! INFLATION IS COMING
May 16, 2020 08:00 - 10 minutes - 14.9 MBThis is a gold alert for all retirement IRAs, 401ks and other investment accounts. with the influx of free money the chances of causing inflation are very high.
STOCK MARKET FALLING: Dangerous ETFs that Go Up!
May 16, 2020 07:00 - 17 minutes - 23.6 MBInvestments that go up when the stock market is falling are called "Inverse ETFs". Learn the ticker symbols for this hidden gem of securities that may be used to hedge a portfolio in a retirement portfolio in trending down stock market. Beware because they lose money when the stock market goes up.
Dangerous ETFs That May Soar in COVID-19 Recovery
May 16, 2020 07:00 - 28 minutes - 38.6 MBDiscover the hidden leveraged ETFs that may soar if we have a "V Shape" Covid1-19 stock market recovery. These ETFs have more volatility and may not be suitable for retirement accounts due to the severe losses which will occur of the stock market falls. However, on the positive side possibility of gain is enormous should a recovery of the market occur.
Episode 14. Three Stock Market Catalysts For Covid-19 Possible Recovery
May 15, 2020 15:00 - 15 minutes - 20.8 MB3 possible market catalysts are revealed. These are stock market catalysts which can drive it to higher levels over time. One of these catalysts has already been proven to work! This is important for retirement accounts, IRAs and 401k plans to understand what the stock market catalysts could be.
401k - How Can My 401k Get Better Performance in Covid-19 Recovery
May 15, 2020 14:00 - 13 minutes - 19.1 MBDiscover the hidden truth of how your 401k may get better performance during the Covid-19 Market Recovery. It is important to know what investments will lose money and what investments will make money in a market recovery, based on an historical standpoint. Learn what diversification of funds are best for a Conservative, Moderate and Aggressive risk tolerance person.
Episode 15. 401k - How Can My 401k Get Better Performance in Covid-19 Recovery
May 15, 2020 14:00 - 13 minutes - 19.1 MBDiscover the hidden truth of how your 401k may get better performance during the Covid-19 Market Recovery. It is important to know what investments will lose money and what investments will make money in a market recovery, based on an historical standpoint. Learn what diversification of funds are best for a Conservative, Moderate and Aggressive risk tolerance person.
EP. 14 Retirees Will Get Burned In Financial Planning Portfolio During Coved-19 Recovery
May 15, 2020 13:00 - 18 minutes - 25.5 MBUnderstand how retirees will lose money in a financial planning investment portfolio during the Covid-19 market recovery. Learn how to prevent or mitigate this damage. By making the adjustment in your portfolio you may be able to reverse this catastrophe and make money in this particular asset class.
EP. 13 Retirees Will Get Burned In Financial Planning Portfolio During Coved-19 Recovery
May 15, 2020 13:00 - 18 minutes - 25.5 MBUnderstand how retirees will lose money in a financial planning investment portfolio during the Covid-19 market recovery. Learn how to prevent or mitigate this damage. By making the adjustment in your portfolio you may be able to reverse this catastrophe and make money in this particular asset class.
Episode 12. The Hidden Truth Why Your Broker May Not Sell
May 15, 2020 04:00 - 13 minutes - 18.6 MBDiscover the hidden truth behind why your broker may not be selling in your account when the stock market is falling. Instead he may ask you to "sit tight" the market will come back an present you with an excuse. Find out how to determine what kind of broker you have. Get the answer to a possible better solution to this problem.
Why Get A Second Opinion?
May 14, 2020 04:00 - 11 minutes - 15.8 MBLearn why an "IPS" is so important? A second opinion may find the hidden truth in fees and expenses. Discover how to cut out the middle man and perhaps lower your costs? Find out who really manages your money.