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Close Your Wealth Gap: Financial Lessons to Upgrade Your Life
Simple and accessible strategies to build personal wealth and improve your life
In Close Your Wealth 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
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.
In Close Your Wealth 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
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.
- GenresFinance
266 pages, Kindle Edition
Published September 26, 2023
15 people are currently reading
58 people want to read
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Displaying 1 - 2 of 2 reviews
February 8, 2025
Having an MBA and a career on Wall Street, I knew almost all of the material in here. However, I always say, if you learn just one thing from a book it’s worth the read! For me, it was his concept of Buckets 1 and 2 - and how they can be used to compliment each other. It just made sooo much sense! It’s worth the purchase just to understand this concept. I haven’t seen it in any other personal finance books.
November 4, 2024
Feel like I am way late to this particularly party, nothing new here and would be very helpful to younger readers
Displaying 1 - 2 of 2 reviews