Bill Schultheis

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Bill Schultheis

Bill is a reading list author

In 1998 Bill Schultheis created the Coffeehouse Investor in an effort to bring a simpler and smarter investment philosophy to individuals and corporations across the nation and around the world. He has appeared regularly on Seattle’s PBS Serious Money program, is a guest contributor on NPR’s Morning Edition and wrote a syndicated investment column for eight years.

For 13 years he worked with retail and institutional accounts for Smith Barney in Seattle, WA. For the past eight years he has been a principal and fee-only financial adviser, currently with Soundmark Wealth Management in Kirkland, WA.

Schultheis grew up on a wheat farm in eastern Washington, attended Washington State University, and graduated from Texas A&M University in 1982.

When he’s not working, he can be found on the golf course, camping on Mt. Rainier, cooking in the kitchen, writing his next book, and enjoying the company of his wonderful family and friends.

Bill's book, The Coffeehouse Investor


Bill Schultheis - The Coffeehouse Investor

It’s the time of year to discuss pies – your “money pie” that is. If you are unsure of what I'm referring to, you missed chapter five of The Coffeehouse Investor. Bill writes extensively about the biggest piece of the investment pie, compounding.
Grab your favorite beverage, a notepad and pencil, and spend some quality time with Coffeehouse Investor author, Bill Schultheis as he discusses financial strategies for the new year. Stick around for the very end, as our Q & A sessions are a fan favorite.
We hope you received our November Coffeehouse Investor newsletter.  If not, sign up here!  We were notified that our mailing service, Constant Contact is having technical issues and you may not have been able to access the links we referred to in the newsletter.  For your convenience, we have published the two articles that included links below […]

“Retirement” means different things to different people. But whether your goal is to have some rest and relaxation, travel the world or even continue working part-time, we all want the same thing: the flexibility and the funding to retire on our own terms.

We all have our own retirement questions, too. Am I saving enough? Do I have the right investment mix? How much money will I need?
Don't miss our last webinar of the year, Building Wealth from the Inside Out. We will focus on the four financial steps you need to take to prepare for the upcoming market.

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