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The Coffeehouse Investor's Ground Rules: Save, Invest, and Plan for a Life of Wealth and Happiness

The Coffeehouse Investor's Ground Rules: Save, Invest, and Plan for a Life of Wealth and Happiness

by Bill Schultheis


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Learn to save, invest, and plan to achieve financial independence in retirement and take charge of your financial destiny, from the author of The Coffeehouse Investor

In The Coffeehouse Investor's Ground Rules, financial advisor Bill Schultheis helps you take control of your long-term financial goals and enjoy financial freedom in retirement. Building upon the philosophy that made his first book, The Coffeehouse Investor, a critically-acclaimed bestseller, Bill shows you how ignoring Wall Street and the myth of the ‘perfect portfolio’ lets you focus on the only three components that really matter—saving, investing, and planning.

One of the most common mistakes investors make is staking their entire financial futures on index funds while ignoring the basics. Index funds are not the solution to building lasting wealth. Index funds are simply the financial tools that enable you to devote your attention to the essential components of long-term financial security. By following the “Ground Rules” in this real-world guide, you can transform your whole approach to saving, investing, and planning, and become a true ‘Coffeehouse Investor.’ Packed with personal stories and easy-to-understand explanations of financial concepts, this engaging and enlightening book shows you how to:

  • Tune out the noise of Wall Street an adopt a simpler, smarter long-term investment philosophy
  • Navigate the stock market, decide how much to save, and know where to put your investments
  • Save money with confidence and stop underestimating your own financial abilities
  • Reap enormous benefits tomorrow by saving even small amounts today
  • Build a well-balanced financial plan that incorporates tax management, insurance, and estate planning

If you’re a man or woman wanting to become more involved in your long-term finances, The Coffeehouse Investor's Ground Rules: Save, Invest, and Plan for a Life of Wealth and Happiness is a must-have resource.

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Product Details

ISBN-13: 9781119717089
Publisher: Wiley
Publication date: 11/24/2020
Pages: 160
Sales rank: 486,734
Product dimensions: 6.20(w) x 9.20(h) x 0.60(d)

About the Author

BILL SCHULTHEIS is the creator of The Coffeehouse Investor and a co-founder of Soundmark Wealth Management in Kirkland, WA. His work has been featured in The Wall Street Journal, New York Times, NPR, Forbes and other national media outlets.

Table of Contents

Foreword vii

Preface xi

1 Two Lives Become One 1

2 Ground Rule 1: Save 17

3 Women, Winning In Wealth 31

4 Ground Rule 2: Invest 47

5 Wall Street Unwound 62

6 Ground Rule 3: Your Plan 79

7 Our Essential Creativity 96

8 Conversation Over Coffee 112

Epilogue 127

Further Reading 133

Index 135

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