Joe Cantu

Hidden Truths In Retirement & 401k Investing

Business EN ↓ 63 episodes

Discover hidden truths in retirement planning money management.  This show is hosted by Joe Cantu, a West Point graduate with the history of the "Honor Code" from the United States Military Academy under his belt.   He provides you with the stark unblemished truth behind investments and professional money management and insurance products.  Discovery where the the pitfalls may be that may lose you money.   Find out about hidden fees of investment products, insurance and  Hedge Funds behind bad investments.  How do brokers, Investment Advisors, Registered Representatives and Financial Planners...

Be sure to visit the podcast's website and support the creator: tacticalwealthmanager.com

Author

Joe Cantu

Category

Business

Podcast website

tacticalwealthmanager.com

Latest episode

Mar 12, 2025

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Episodes

EP. 40. FACT or FICTION? 08.03.2022

This 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 https://youtu.be/UrYxlJ31r2I  Youtube Link:

EP. 39. THE MARKET & RUSSIA 23.02.2022

In 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,...

EP. 38. 401K Basics of Company Retirement Plan Successful Investing 12.02.2022

401k 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 m...

EP. 37. DON'T FIGHT THE FED 31.01.2022

When 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. https://youtu.be/UrYxlJ31r2I  Youtube Link:

EP. 36. TAX REDUCTION & OMICRON AND THE MARKET AHEAD 04.12.2021

Joe 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. https://youtu.be/UrYxlJ31r2I  Youtube Link:

EP. 35. MARKET DOWN 900 POINTS WHY? 29.11.2021

Joe 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. https://youtu.be/UrYxlJ31r2I  Youtube Link:

EP. 34. INDEX FUNDS 15.11.2021

In 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.    https://youtu.be/UrYxlJ31r2I  Youtube Lin...

EP. 33 WHERE IS THE MARKET HEADED? 07.11.2021

Joe 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. https://youtu.be/UrYxlJ31r...

EP. 32. STOCK MARKET ADVANCE March 2021 04.03.2021

Retirement 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. https://youtu...

EP. 31. Vaccines & Market Change 29.01.2021

Vaccines and stock market changing for retirement accounts.  Congratulations to Gary Klabunde.  Certified Market Technician https://youtu.be/UrYxlJ31r2I  Youtube Link:

Defensive Posture & Changing Custodians 22.09.2020

September 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 25.08.2020

Learn 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. https://youtu.be/UrYxlJ31r2I  Youtube Link:

Ep. 28. Predicting The Stock Market Direction 25.08.2020

Is 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 unpredi...

Ep. 27. Market Continues It's Rebound 25.06.2020

This 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...

Ep. 26. Stock Market V Shape Recovery On Track 05.06.2020

A 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. https://youtu.be/UrYxlJ31r2I  Youtube Link:

What is the Difference between a Broker, Financial Planner, Insurance Agent and Investment Adviser? 30.05.2020

There 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...

Fiduciary? Are They Really? 30.05.2020

Find 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 fi...

Hedge Funds Hidden Truths 30.05.2020

Learn 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? https://youtu.be/UrYxlJ31r2I  Youtube Link:

Annuity Bomb! 30.05.2020

Annuity 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. https://youtu.be/UrYxlJ31r2I  Youtube Link:

Ep. 20. The Good, Bad & Ugly of Annuities 24.05.2020

Retirees 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!  Dis...

Ep. 19. 401k Possible Performance Funds for Covid-19 24.05.2020

401k 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. https://youtu.be/UrYxlJ31r2I  Youtube Link:

GOLD ALERT! INFLATION IS COMING 16.05.2020

This 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. https://youtu.be/UrYxlJ31r2I  Youtube Link:

Dangerous ETFs That May Soar in COVID-19 Recovery 16.05.2020

Discover 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. https://youtu.be/UrYxlJ31r2I  You...

STOCK MARKET FALLING: Dangerous ETFs that Go Up! 16.05.2020

Investments 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. https://youtu.be/UrYxlJ31r2I  Youtube Link:

Episode 14. Three Stock Market Catalysts For Covid-19 Possible Recovery 15.05.2020

3 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. https://youtu.be/UrYxlJ31r2I  Youtube Link:

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