4.7 • 938 Ratings
🗓️ 7 March 2025
⏱️ 52 minutes
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0:00.0 | Welcome to the Medfavor show, where the focus is on helping you grow and preserve your wealth. |
0:10.9 | Join us as we discuss the craft of investing and uncover new and profitable ideas, all to help you grow wealthier and wiser. |
0:16.9 | Better investing starts here. |
0:19.5 | Metfabor is the co-founder and chief investment officer at Cambria Investment Management. |
0:22.5 | Did it industry regulations, he will not discuss any of Cambria's funds on this podcast. |
0:25.8 | All opinions expressed by podcast participants are solely their own opinions and do not reflect |
0:28.9 | the opinion of Cambria Investment Management or its affiliates. |
0:31.2 | For more information, visit cambriainvestments.com. |
0:34.8 | Today's show is sponsored by Cambria. |
0:36.9 | Do you hold legacy investment positions with significant gains? |
0:40.7 | What if you could transition into an ETF without facing a large tax bill? You can with a 351 |
0:46.5 | ETF exchange. Here's how it works. Investors contribute stocks or other securities to a newly formed |
0:52.7 | ETF in exchange for ETF shares. As long as the |
0:56.1 | special rules and diversification requirements are met, the investor is essentially able to cede |
1:00.6 | the launch of the ETF without an immediate taxable event. Because ETFs typically don't distribute |
1:06.3 | any capital gains, investors don't face taxes until they sell their ETF shares, allowing for better |
1:11.4 | control over the timing of the tax event. Are you ready to explore a 351 ETF exchange? |
1:17.2 | Visit cambriafunds.com forward slash 351 to take the next step in innovative, tax-savvy investing |
1:23.7 | with Cambria today. Cambria Investment Management LP, Camberia is a registered investment |
1:27.1 | advisor. Information set forth herein is for informational purposes only and does not constitute |
1:30.0 | financial investment tax or legal advice. Past performance does not guarantee future results. All investments |
1:33.2 | are subject to risks, including the risk of loss of principle. Welcome back, everybody. We got an |
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