Wall Street Legend Joe Moglia's Next Act, Bill Sweet on President Biden's Tax Proposals

The Compound and Friends

Josh Brown

Business News, News, Investing, Business

4.7 • 2.2K Ratings

🗓️ 26 March 2021

⏱️ 65 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Joe Moglia went from being a college football coach to Merrill Lynch's top producer in the world to the Chairman of TD Ameritrade. And then, when the opportunity presented itself, he returned to his coaching roots and took over Coastal Carolina's football program. Now he's back in business, bringing OppFi public on the NYSE. Joe stops by to talk to Josh about the new stuff he's working on and the important stuff he's learned over the course of his legendary career. Plus! Ritholtz Wealth Management CFO Bill Sweet jumps in to discuss the Biden tax proposals - what they mean for your household, your business, and your portfolio. Please leave us a rating and review wherever you listen, it really means a lot! Obviously, nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	All right, today on the compound show Bill suite is in the house Bill suite is the CFO at Redholt's wealth
0:05.7	And he's gonna tell you everything you need to know about the Biden tax proposals
0:10.2	What does it means for you personally what it means for your portfolio what it means for your business or the or the company
0:18.4	You work for so that's gonna be really good stuff and Bill is the man you've heard him here before and then we've got a big
0:24.0	Interviewed today with a living legend Joe Moglia Joe was the CEO of TD Ameritrade during their unbelievable run
0:33.4	Right up until after the great financial crisis. It was one of the top performing stocks in all of
0:40.1	Finance and he's also a celebrated college football coach
0:44.3	Which is something he had done prior to being on Wall Street and then after as like his second act
0:50.7	So Joe's gonna come on and tell us about his next act
0:53.2	He's getting involved in an area of finance that has a lot of potential to help a lot of people change a lot of people's lives
1:00.4	So Joe is absolutely the man you're gonna love hearing from him, too. I got nothing else
1:05.5	Let's get right into it Duncan hit the thing and let's go
1:09.3	The compound show with downtown Josh Brown
1:13.7	You didn't know what it's been on child podcast on Wall Street
1:18.2	Millions of people to make smart decisions
1:24.2	Welcome to the compound show with downtown Josh Brown. Josh is the CEO of Ritholds wealth management all opinions expressed by Josh or any
1:31.0	Podcast guest are silly their own opinions and do not reflect the opinion of Ritholds wealth management
1:35.2	This podcast is for informational purposes only and should not be relied upon for investment decisions
1:39.9	Clients of Ritholds wealth management may maintain positions in the securities discussed in this podcast
1:48.3	One other thing we have talked about I can't be logging into the Monday morning zoom
1:53.7	Okay, and have people talk about deer hunting and shit
1:58.1	So we don't have to fix this now
	...

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