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

We are back! In the month of May, the Coffeehouse will introduce a new, never been presented before webinar titled “Savings Matter”. In this 60 minute presentation, Bill will discuss aligning your passions to your actions to your financial resources. The inspiring TED style talk is sure to motivate you! Get your pen and paper ready and spend an evening with the […]
We are continuing our conversation from last week about financial plans and the adaptations that need to happen along the way. The Sketch Guy discusses these adaptations and the uncertainty our financial plans should include knowing it is impossible to determine the future.
As many of us board airplanes for spring break vacations and venture toward warmer weather, we often take for granted the pilot’s flight plan. Regardless of weather or turbulence, our expectations are that these talented sky drivers will get us to the gate in a safe and timely manner. In a recent piece for 425 Business magazine, Bill compares a pilot building a flight plan to how we build our own financial plan.
“Striking a balance between saving and spending starts with making a conscious decision to take a step back from the countless activities that consume your every waking moment long enough to calculate approximately how much you should save each month to reach a financial goal.” Bill Schultheis, The Coffeehouse Investor, pg. 86
I watched the first practice of little league baseball for 11 little boys this week. They missed catches, pitches, and spent a lot of time in the dirt. They had to focus on a series of step, step, and throw movements during one part of practice. All of the boys were so focused on getting the steps right that they negated the whole act of throwing the ball. They were so focused on trying to do the steps correctly and avoid failing, they missed the end goal of throwing the ball.

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