Jeff Ptak: And I m Jeff Ptak, chief ratings officer for Morningstar Research Services.
Benz: Our guest on the podcast today is financial advisor and author Bill Schultheis. His latest book is
The Coffeehouse Investor s Ground Rules: Save, Invest, and Plan for a Life of Wealth and Happiness. His first book, published in 1998 and updated several times thereafter, is
The Coffeehouse Investor: How to Build Wealth, Ignore Wall Street, and Get On With Your Life. When he is not writing books, Bill is a financial advisor with Soundmark Wealth Management, a firm he co-founded in 2008. Bill received his bachelor s degree in business at Texas A&M University.