Overview

Building off the framework of Schultheis's The Coffeehouse Investor philosophy, this book will instill the common man and woman with the confidence to take control over their long-term financial goals and journey towards financial freedom in retirement. The Coffeehouse Investor's Ground Rules encourages listeners to ignore stock market rules and perfect portfolio pursuits to focus on the only three essential components to long-term financial security: saving, investing, and planning. Each component will be further broken down and explained through topics such as: ● How to save money with confidence ● The benefit of saving a little ● Why women should invest in their financial destiny ● The problem with underestimating your own financial abilities

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Bill Schultheis is the creator of The Coffeehouse Investor and a cofounder of Soundmark Wealth Management in Kirkland, Washington. His work has been featured in the Wall Street Journal, New York Times, NPR, Forbes, and other national media outlets. Peter Lerman is a narrator from the heart of New York City: Brooklyn born and raised. Manhattan and Brooklyn were suffused with the flavors and sounds of the entire world. He tasted it all and heard it all. When you come of age in NYC, nothing is foreign. When you hear a low grumble in his voice on occasion, it is authentic. His first wife told him that he loved her not nearly as much as he loved the sound of his own voice. This made him wonder if other people might love the sound of his voice as well. And so, a narrator was born. Also, an amateur thespian, a trade show presenter, a lecturer, an off-key cabaret singer, and an inveterate teller of jokes one does not tell in mixed company. Peter has been a professional photographer in New York City, owned a model and talent management company, and knocked around from Brooklyn to Manhattan and back again only to wind up in Connecticut. His breath control is fabulous because he is also a board certified respiratory therapist. He has appeared onstage as Horace Vandergelder in Hello Dolly, Gangster #2 in Kiss Me Kate, Bobby Gould in Speed-the-Plow, the Governor of Texas in Best Little Whorehouse . . ., Jonathan Brewster in Arsenic and Old Lace, and Lenny in Rumors. The voice is deep and resonant. Sometimes formal, sometimes not. Never stale. Always eminently listenable.

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