Money & Mindset

Money & Mindset is a free, virtual finance book club hosted by Leslie Rea, CFP® of AG Wealth Management, designed for individuals going through life transitions, equity‑comp professionals, and business owners who want to make smarter, values‑aligned money decisions. 

Together, we read accessible books on money, behavior, and mindset, then meet online for relaxed, judgment‑free conversations about what the ideas mean for our real‑world choices—no jargon, no product pitches, just thoughtful discussion and practical takeaways.

We read about 1 book per quarter (4 books per year).

Note: This book club is for general education and discussion only and is not individualized financial, tax, or legal advice; participation does not create an advisory relationship, and attendees should consult their own professional advisors before making any financial decisions.