Top
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:
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.
ROB LUNA, MBA, has 25 years’ experience as a wealth manager for ultra-high-net-worth people. He is the founder of the Rob Luna Wealth Academy and Real Talk Capital, both of which offer cheap and accessible financial education and guidance. He served as a Fellow at Wharton for three years.
Introduction 3
Part 1: All About the Wealth Gap and Your Relationship to Money 7
Chapter 1: The Wealth Gap 7
Chapter 2: What Is Your Relationship with Money? 16
Part 2: Financial Boot Camp 19
Chapter 3: Starting Today 19
Chapter 4: Managing Your Financial Life in a Dashboard 26
Chapter 5: Improving Your Financial Dashboard 35
Chapter 6: Building Your Financial Roadmap 52
Part 3: How to Match Your Investments to Your Needs 60
Chapter 7: Managing Your Financial Buckets 60
Chapter 8: Minimizing Taxes 82
Chapter 9: Buying or Avoiding Life Insurance and Annuities 93
Chapter 10: Developing a Wealth-Maximizing Mindset 102
Part 4: A Financial Case Study 113
Chapter 11: Building Your Own Action Plan 113
Chapter 12: Start Young: What to Do Ages 0–18 118
Chapter 13: Welcome to Adulthood: What to Do Ages 18–24 120
Chapter 14: The Ramp-Up Years: What to Do Ages 24–30 125
Chapter 15: Learn and Earn: What to Do Ages 30–40 132
Chapter 16: Full-Speed Ahead: What to Do Ages 40–50 145
Chapter 17: Catch Up and Assess: What to Do Ages 50–60 159
Chapter 18: The “Work Optional” Years: What to Do Ages 60+ 173
Chapter 19: Case Study Executive Summary 183
Conclusion 188
Resources 190
Glossary of Financial Terms 194
About the Author 199
The New copy of this book will include any supplemental materials advertised. Please check the title of the book to determine if it should include any access cards, study guides, lab manuals, CDs, etc.
The Used, Rental and eBook copies of this book are not guaranteed to include any supplemental materials. Typically, only the book itself is included. This is true even if the title states it includes any access cards, study guides, lab manuals, CDs, etc.
Need Help? Copyright © 1999-2026
