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Close Your Wealth Gap
Financial Lessons to Upgrade Your Life

Rob Luna (Author)

9781394195602, Wiley

Hardback, published 28 September 2023

288 pages
23.1 x 15.8 x 2.8 cm, 0.454 kg

Simple and accessible strategies to build personal wealth and improve your life

In Close Your Wealth Gap: Financial Lessons to Upgrade Your Life, veteran wealth manager Rob Luna delivers a collection of actionable lessons you can implement immediately to ensure you make the most of the money you make and retire comfortably. You’ll learn everything you need to know about generating personal wealth, from how to understand balance sheets and cash flow statements to constructing a personal portfolio that effectively balances risk and potential reward.

The author explains the basics of maximizing your income with side hustles and passive income while, at the same time, increasing the impact of every dollar you earn. You’ll also find:

  • Action plans for every stage of your life, including ways to prepare your children for a lifetime of financial independence and security
  • Explanations of the difference between qualified and non-qualified accounts
  • Strategies for avoiding “bad debt” while intelligently incurring—when necessary—good debt

Perfect for young professionals, people with new families, and anyone else with a desire to live well and retire rich, Close Your Wealth Gap is an indispensable recipe for financial security that belongs on the bookshelves of people everywhere.

Acknowledgments ix

Introduction xi

Part I: All About the Wealth Gap and Your Relationship to Money 1

Chapter 1: The Wealth Gap 3

Chapter 2: What Is Your Relationship with Money? 13

Part II: Financial Boot Camp 19

Chapter 3: Starting Today 21

Chapter 4: Managing Your Financial Life in a Dashboard 29

Chapter 5: Improving Your Financial Dashboard 41

Chapter 6: Building Your Financial Roadmap 63

Part III: How to Match Your Investments To Your Needs 73

Chapter 7: Managing Your Financial Buckets 75

Chapter 8: Minimizing Taxes 105

Chapter 9: Buying or Avoiding Life Insurance and Annuities 121

Chapter 10: Developing a Wealth- Maximizing Mindset 133

Part IV: a Financial Case Study 149

Chapter 11: Building Your Own Action Plan 151

Chapter 12: Start Young: What to Do Ages 0–18 159

Chapter 13: Welcome to Adulthood: What to Do Ages 18–24 163

Chapter 14: The Ramp- Up Years: What to Do Ages 24–30 169

Chapter 15: Learn and Earn: What to Do Ages 30–40 177

Chapter 16: Full Speed Ahead: What to Do Ages 40–50 189

Chapter 17: Catch Up and Assess: What to Do Ages 50–60 203

Chapter 18: The Work- Optional Years: What to Do Ages 60+ 217

Chapter 19: Case Study Executive Summary 227

Epilogue 235

Appendix A: Resources 239

Appendix B: Glossary of Financial Terms 245

About the Author 251

Index 253

Subject Areas: Finance & accounting [KF]
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