Five Lever Friday | Vol. 11

Bringing you inspiration, ideas, and tools to help you achieve Authentic Wealth

Authentic Wealth is bigger than just financial accumulation – it recognizes the interconnectedness of all aspects of life. It is created when your resources (the 5 levers – Finances, Mindset, Relationships, Health and Time) are aligned with your values, your vision and are ultimately used to achieve the impact you want to have on yourself, your family, your community and the world.


So, what will 2024 bring for the economy and the markets? You are welcome to watch a replay of our webinar ”Market Outlook 2024” with Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese.

Check out the link on our website here.


Journaling is a powerful tool to help you change your mindset. It creates a dedicated time to think (which most of us could use more of), helps you express gratitude, and gives you a way to process feelings. Journaling has been proven to be a tool for healing.
You may be thinking that you do not have time to journal. One of my favorite people, Ellen Rogin, introduced me to the Five-Minute Journal. The premise is that you spend five minutes answering the following:

In the morning….

  • What are three things that I am grateful for?
  • What are three things that would make today great?
  • What is one “I am” statement that I will focus on today?

In the evening…

  • What were three things that happened today that were amazing?
  • What could I have done today to make it even better?

To learn more about the Five-Minute Journal process, click here.

Check out this Harvard Business Review article on the power of journaling.

Here’s another article on the five health benefits of journaling.


Watch NYT bestselling author and psychotherapist Esther Perel speak about the Power of Relational Intelligence.

There are two sections that I will be thinking about…

Esther says that a key component in relationships is trust and that trust is built when there is disconnection and then reconnection within the relationship.  She says that you “have to have a rupture in order to actually build trust… this is the opposite of what we often think.”

And one of her best observations comes at the very end as she mentions that “a criticism is often a veiled wish… why not just say the wish?” What would be possible if you reframed your own criticisms that way before the words left your mouth?


A Forbes/Health One poll found that the average New Year’s Resolution lasts 3.74 months and four of the top five resolutions involved health. Perhaps these resolutions don’t last because they are either too vague (i.e. “I will eat better”) or too challenging compared to the current state (i.e. I will exercise for 1 hour every day compared to the zero exercise I do now). This is where I think the concept of “1% better every day comes into play. As the author James Clear points out, “If you get one percent better each day for one year, you’ll end up thirty-seven times better by the time you’re done.”

I like this list of small health-related New Year’s Resolutions…click here.

Let me know if any resonate for you. I think that I am going to experiment with the “No Phone Zone”.

(If you want to read more about James Clear’s thoughts on continuous improvement, click here.


The Abaris Five Lever Book Club just read Oliver Burkeman’s Four Thousand Weeks: Time Management for Mortals

At the end of the book, the author offers “Ten Tools for Embracing your Finitude”. They are:

  1. Adopt a “fixed volume” approach to productivity. Establish predetermined time boundaries for daily work.
  2. Serialize: focus on one big project at a time.
  3. Decide in advance what to fail at.
  4. Focus on what you have already completed, not just on what’s left to complete. Keep a “done” list.
  5. Consolidate your caring. Consciously choose which causes to support.
  6. Embrace boring and single-purpose technology.
  7. Seek out novelty in the mundane. Pay more attention to every moment.
  8. Be a “researcher” in relationships; deliberately adopt an attitude of curiosity with others.
  9. Cultivate instantaneous generosity. Whenever a generous impulse arises, act on the impulse immediately.
  10. Practice doing nothing.

Check out this Ten Percent Happier podcast with Dan Harris where Oliver Burkeman speaks about his book.

Learn more about the Abaris 5 Lever Book Club here.

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