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Podcast & Video Resources

Morningstar with Christine Benz - 

Bill Schultheis: Long-Term Investors Are 'Silent Majority'

The author and financial advisor discusses the importance of tuning out the noise, helping clients align their money with their life goals, and what it means to be a 'coffeehouse investor.'

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White Coat Investor with Jim Dahle -

In 1998, Bill Schultheis wrote a simple investment book for people who felt overwhelmed by the market. The Coffeehouse Investor inspires readers to follow a low-stress way to financial security. Long before the White Coat Investor, Bill was preaching that when you simplify your investments, you end up getting better returns. This gives you more time for family, friends, and other pursuits. The Coffeehouse Investor philosophy is essentially getting your money taken care of so you can focus on living. In this interview, we talk a lot about the importance of creating balance in your life and keeping money in a healthy perspective. We don't live to make money. Money is to pay for the life we want to live. If you are finding your life a little unbalanced right now, this episode will help get you straightened out. 

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Rational Reminder with Benjamin Felix and Cameron Passmore :