Description

Book Synopsis

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

    • Table of Contents

    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

Close Your Wealth Gap

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    A Hardback by Rob Luna

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      Book details

      Publisher John Wiley & Sons Inc
      Published 28 September 2023
      ISBN-13 9781394195602
      978-1394195602
      ISBN-10 1394195605
      Also in:
      Personal finance

      Description

      Book Synopsis

      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

        • Table of Contents

        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

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