What I Didn't Learn from My Financial Planner But Wish I Had not only challenges what many people think is required to become wealthy, but it exposes the financial planning industry's tactics which are often used to make themselves wealthy at their clients expense. It also poses many questions the author faced at the beginning of his journey to millionaire status, such as "If your financial planner can show you how to become wealthy and live the life of your dreams, then why haven't they done it themselves?"

This book shares the author's personal journey from being broke, $150,000 in debt, and sleeping on a friend's couch with no future prospects 12 years ago, to his extraordinary millionaire lifestyle and the success he enjoys today. The book highlights how getting a financial education and finding a millionaire mentor is critical in achieving millionaire status - while taking advice from a financial planner can actually hinder your chances of achieving great wealth.