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The Coffeehouse Investor's Ground Rules

Save, Invest, and Plan for a Life of Wealth and Happiness
Book Hero Magic crafted this summary to help describe this book. While it's new and still learning, it may not be perfect - your feedback is welcome! Summary
The Coffeehouse Investor's Ground Rules by Bill Schultheis guides readers in achieving financial independence using simple investment principles. It emphasises the importance of balancing money with personal life goals, advocating a straightforward approach to investing that allows people to focus less on market fluctuations and more on life's meaningful experiences.
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Format: Hardback
$4799
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Book Hero Magic created this recommendation. While it's new and still learning, it may not be perfect - your feedback is welcome! IS THIS YOUR NEXT READ?

You might enjoy this book if you’re looking to simplify your approach to investing and want a guide that focuses on practical financial wisdom. It offers straightforward advice on how to achieve long-term financial security without the need for complex strategies, making it suitable for anyone interested in personal development and enhancing their financial wellbeing.

Book Hero thinking about your next read

Book Hero Magic formatted this description to make it easier to read. While it's new and still learning, it may not be perfect - your feedback is welcome! Description

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 and 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.

Book Hero Magic summarised reviews for this book. While it's new and still learning, it may not be perfect - your feedback is welcome! HOW HAS THIS BEEN REVIEWED?

The Coffeehouse Investor's Ground Rules by Bill Schultheis provides straightforward financial advice aimed at simplifying investment strategies. Reviewers appreciate its clear, accessible language and practical guidelines for everyday investors. They particularly like the emphasis on developing a long-term investment mindset and the grounded approach to financial planning.

Book Hero reading reviews

Book Details

INFORMATION

ISBN: 9781119717089

Publisher: John Wiley & Sons Inc

Format: Hardback

Date Published: 04 January 2021

Country: United States

Imprint: John Wiley & Sons Inc

Audience: General / adult, Professional and scholarly

DIMENSIONS

Spine width: 28.0mm

Width: 165.0mm

Height: 239.0mm

Weight: 386g

Pages: 160

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.

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