{"podcast":{"title":"Stay Wealthy Retirement Podcast","slug":"stay-wealthy-retirement-podcast-958142","podcast_index_feed_id":958142,"rss_url":"https://staywealthysandiego.libsyn.com/rss","website_url":"https://www.youstaywealthy.com/podcast","image_url":"https://static.libsyn.com/p/assets/c/3/f/9/c3f997f69702bee388c4a68c3ddbc4f2/Stay_Wealthy_Retirement_Podcast_Cover.jpeg","author":"Taylor Schulte, CFP®","episode_count":272,"summary":"Retirement is too important to leave to guesswork, headlines, or conflicting advice. The Stay Wealthy Retirement Show is an award-winning retirement podcast designed to help you make smarter decisions with your money, reduce taxes, invest wisely, and create a retirement income plan you can trust. Want to avoid overpaying the IRS in retirement? Prepare for the next stock market downturn? Optimize retirement timing? Turn your investments into reliable income without second-guessing every decision? You're in the right place. I'm Taylor Schulte, a Certified Financial Planner™ and retirement tax planning expert. Each week, I simplify the biggest retirement planning questions so you can feel more informed, more confident, and better prepared to \"stay wealthy\" in retirement.","last_synced_at":"2026-06-30T18:18:09.175720+00:00","page_url":"https://stenobird.com/podcast/stay-wealthy-retirement-podcast-958142"},"episode":{"title":"Why Investors Bet 65% on a Familiar Fund Name (Even When the Investments Are Identical)","slug":"why-investors-bet-65-on-a-familiar-fund-name-even-when-the-investments-are-identical","published_at":"2026-06-18T08:30:00+00:00","page_url":"https://stenobird.com/podcast/stay-wealthy-retirement-podcast-958142/why-investors-bet-65-on-a-familiar-fund-name-even-when-the-investments-are-identical","show_page_url":"https://stenobird.com/podcast/stay-wealthy-retirement-podcast-958142","url":"https://www.youstaywealthy.com/288","audio_url":"https://traffic.libsyn.com/secure/staywealthysandiego/sw-288-final.mp3?dest-id=513717","summary":"Imagine I hand you two mutual funds and ask how you'd split your money. Same holdings. Same cost. Line by line, they're the exact same fund. The only difference? One has a name you recognize and the the other is generic. Financially, there's no reason to prefer one over the other. But when researchers ran this experiment, investors didn't split their money evenly. In this episode, I break down new research on the hidden cost of making investment decisions based on familiarity. Here's what you'll learn: → Why a familiar fund name changes how investors judge risk, return, and safety → What the \"trust premium\" reveals about how investors value familiarity → How famous fund families have performed against their benchmarks → The questions to ask before choosing a fund or accepting an advisor's recommendation By the end, you'll have a more disciplined and informed way to judge whether confidence is being earned or merely assumed. *** 📆 BOOK A CALL WITH OUR TEAM: Your retirement involves complex, interconnected decisions—taxes, income, healthcare, estate planning, investments. See how they fit together in one coordinated strategy built around your numbers. 👉 Learn More and Book a Call *** EPISODE RESOURCES: → Grab the Episode Show Notes → Join the Stay Wealthy Retirement Newsletter → Learn About the Total Retirement System™","meta_description":"Imagine I hand you two mutual funds and ask how you'd split your money. Same holdings. Same cost. Line by line, they're the exact same fund. The only diff…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1273,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/stay-wealthy-retirement-podcast-958142/episodes/why-investors-bet-65-on-a-familiar-fund-name-even-when-the-investments-are-identical/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/stay-wealthy-retirement-podcast-958142/why-investors-bet-65-on-a-familiar-fund-name-even-when-the-investments-are-identical.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}