Five Lever Friday | Vol. 17

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.


It’s tax time… here’s a nice summary of what you’ll need to gather to either prepare your own tax return or to pass along to your accountant: click here

And a quick tip – use your information from last year to create a checklist to make sure you are not missing any forms.


Have you ever heard of the Upper Limit Problem? According to Gay Hendricks, the author of The Big Leap, it’s when your brain tries to “keep you safe” and subconsciously sabotages your success when you’ve moved out of your comfort zone. Hendricks has some great ideas of how to identify and address the Upper Limit Problem. But another concept in the book really resonated for me… the Zone of Genius. The author identifies four zones:

  • Zone of Incompetence
  • Zone of Competence
  • Zone of Excellence
  • Zone of Genius

The Zone of Competence and Excellence are particularly enticing… because we are good at what we are doing, our subconscious is happy because we are in our comfort zone, and we often get a great deal of positive reinforcement. But the real magic and personal growth happens when you commit to operating in your Zone of Genius.

Here’s an interview with Gay Hendricks about the Zone of Genius:  link here


This may be intuitive, but research shows that children who know their family narrative have more self-esteem, better social skills, better relationships and less anxiety.

Here is a nice summary of the research: link here

Here is a list of the “Do You Know” questions: link here


This newsletter has talked about the difference between lifespan and healthspan – where living the longest life possible being healthy and disease free is more important than just worrying about your absolute life expectancy. With that in the background, it is interesting to think about how healthcare will need to adapt from treating disease to actually preventing it. I came across Dr. Nathan Price and Dr. Lee Hood who are advocating for progress in the area of “scientific wellness” and believe that artificial intelligence will allow for customized disease prevention strategies using individual data.

Dr. Price and Dr. Hood were on a variety of podcasts last summer as they had just released their book. Here is a video of their panel discussion for the Institute for Systems Biology: link here


“The key is in not spending time, but in investing it.” – Steven Covey

If you’re interested in a refresher on Steven Covey’s work, here’s a good blog: link here

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