CLOSE YOUR WEALTH GAP!
Learn the Financial Lessons to Upgrade Your Life
The Book on Building Wealth
WARNING: Close Your Wealth Gap will provide you with a plain English and very specific financial roadmap to build wealth and significantly improve your life. After reading the book expect:
A clear understanding of what has kept you from becoming wealthy.
A detailed action plan that is tailored to your age and wealth goals.
A financial dashboard that lets you monitor and track your wealth building activities so your dream becomes reality!
What Readers are Saying:
“There are few people out there that have put in as much time as my friend Rob understanding the financial literacy crisis in our country. While 99% of books on the topic speak to the reader in ways that ignore real life challenges. In addition to his own tough background, I have seen Rob go into communities and spend time with a variety of regular everyday folks. That is just one of the reasons this book is a masterpiece. ‘Close your wealth gap,’ is a smart and practical guide that you will want to immediately plug into your daily life.”
— Charles Payne, Fox Business Host of Making Money
“You need to realize when there is an opportunity in front of you and capitalize on that opportunity. Rob’s 25 years of experience working with some of the world’s wealthiest investors is a huge opportunity to Close Your Wealth Gap. I highly recommend capitalizing on the lessons in this book to unlock your wealth potential.”
— Josh Altman, TV Personality Million Dollar Listing Los Angeles
“Rob Luna shows you how to go from where you are, to where you want to be. This book is the answer to planning your wealth, your goals, and your family’s future.”
— Tim Grover, #1 New York Times bestselling author
“A lot of folks capitalize and profit by creating fear from people’s lack of education in finance. Rob has never been one of them. He is one of the most authentic humans I have ever met, and I have a tremendous amount of trust and respect in him. I highly recommend Close Your Wealth Gap for entrepreneurs and investors looking to achieve the highest levels of success.”
— Shawn Ryan, Host of the Shawn Ryan Show
“Close Your Wealth Gap” – is a ‘must have’ book in your library – it is just one of those core investments (like Apple) that everyone should own. I only wish I had a resource like this when I was a much younger man.
— Kenny Polcari, Former NYSE Floor Trader & TV Personality
About the Book
We all have that desire to make enough money where work is optional, but the reality is that most people never realize that dream. The goal of this book is to help you start living your best life as soon as possible and provide you with the knowledge and means to sustain that lifestyle throughout your lifetime and make that dream a reality.
No matter what type of dreams you have, they require money. Becoming financially literate means having the knowledge to pay for those dreams so that they may become a reality in your life.
In this book Rob Luna teaches you both conventional and nonconventional methods to increase your financial literacy and upgrade your life. Some of this information you may have heard before, and some will be completely new and even controversial. He doesn’t care about that though. He only cares about changing your life, and to do that, he needs to make financial literacy more approachable, multidimensional, and executable no matter where you stand academically or where you rank on the socioeconomic ladder today. That in a nutshell is his mission with this book, as outlined below.
PART I: ALL ABOUT THE WEALTH GAP AND YOUR RELATIONSHIP TO MONEY
Chapter 1: The Wealth Gap
Chapter 2: What Is Your Relationship with Money?
PART II: FINANCIAL BOOT CAMP
Chapter 3: Starting Today
Chapter 4: Managing Your Financial Life in a Dashboard
Chapter 5: Improving Your Financial Dashboard
Chapter 6: Building Your Financial Roadmap
PART III: HOW TO MATCH YOUR INVESTMENTS TO YOUR NEEDS
Chapter 7: Managing Your Financial Buckets
Chapter 8: Minimizing Taxes
Chapter 9: Buying or Avoiding Life Insurance and Annuities
Chapter 10: Developing a Wealth-Maximizing Mindset
PART IV: A FINANCIAL CASE STUDY
Chapter 11: Building Your Own Action Plan
Chapter 12: Start Young: What to Do Ages 0–18
Chapter 13: Welcome to Adulthood: What to Do Ages 18–24
Chapter 14: The Ramp-Up Years: What to Do Ages 24–30
Chapter 15: Learn and Earn: What to Do Ages 30–40
Chapter 16: Full Speed Ahead: What to Do Ages 40–50
Chapter 17: Catch Up and Assess: What to Do Ages 50–60
Chapter 18: The Work-Optional Years: What to Do Ages 60+
Chapter 19: Case Study Executive Summary
He is an on-air contributor for Fox Business, where he can be seen weekly on the show Making Money with Charles Payne. He also appears regularly on Mornings with Maria starring Maria Bartiromo on Fox and has been featured in numerous publications such as the Wall Street Journal and Barron’s. In 2021 and 2022 Rob was named a Forbes Best-in-State Wealth Advisor. Today, he works with a limited number of private clients on building multifamily and single-family office strategies, where his typical clients include successful entrepreneurs, senior executives, and professional athletes with a net worth greater than $25 million.