55 episodes

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

Hidden Truths In Retirement & 401k Investing Joe Cantu

    • Business
    • 3.3 • 7 Ratings

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

    The Real Pulse of the U.S. Economy. Where's The Stock Market Going?

    The Real Pulse of the U.S. Economy. Where's The Stock Market Going?

    Joe 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.

    • 25 min
    EP. 55 TD Ameritrade to Charles Schwab

    EP. 55 TD Ameritrade to Charles Schwab

    Audio of YouTube video for Cantu Tactical Wealth Management clients and customers.

    • 17 min
    EP. 54 U.S. GDP 2% ECONOMY ON TRACK

    EP. 54 U.S. GDP 2% ECONOMY ON TRACK

    Joe 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.

    • 17 min
    EP. 53. 7 REASONS STOCK MARKET MAY BE MOVING TO HIGHER GROUND

    EP. 53. 7 REASONS STOCK MARKET MAY BE MOVING TO HIGHER GROUND

    Joe 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.

    • 8 min
    EP. 52 How To Select Tax Free Bonds

    EP. 52 How To Select Tax Free Bonds

    Joe 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.

    • 37 min
    51. MAJOR CHANGE IN U.S. ECONOMY

    51. MAJOR CHANGE IN U.S. ECONOMY

    Joe 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. 

    • 15 min

Customer Reviews

3.3 out of 5
7 Ratings

7 Ratings

Mrs. Johnson 05 ,

Subconscious sexism at its finest

As a licensed financial advisor of 15 years, I turned to this podcast for some inspiration before giving a presentation on 401(k) and retirement planning, I was completely turned off when the podcast assumed a financial advisor would be a “he/him.” Just another example of the sexism that still exists in our industry. I will no longer be listening. Hopefully this comment will help lead to education and thoughtfulness on these matters.

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