Five Lever Friday | Vol. 8

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.


Warren Buffet took an unusual step last week – he posted a press release about his estate plans along with information on his traditional Thanksgiving philanthropic gifts. What I appreciate about this glimpse into his personal affairs is that his estate plan is so aligned with his values. For example, he explicitly states that dynastic wealth, while legal and common, is not desirable. To address this issue, he is leaving 99% of his wealth to a charitable trust that will be self-liquidating after approximately 10 years.

If you want to read the press release, click here.


Just a quick quote this week…

“Remember: Small things become big things. Anything above zero compounds.”

                                                                                   -Sahil Bloom


Abaris has an exciting virtual event coming up on December 5th at noon. We have partnered with the Legacy Letter Challenge to help our community create a lasting impact on their family and friends.

Blake Brewer started the Legacy Letter Challenge to help parents communicate their love to their children. Blake tragically lost his father in a drowning accident when he was 19 years old while on a family vacation in Hawaii in 2003. A few hours later he discovered a letter written by his father that would change his life.

When I heard Blake share his story, mission, and his program to help people write their Legacy Letter I immediately knew that I wanted to make this available to our clients.

You can register for our live Legacy Letter Workshop here:


The Abaris 5 Lever Book Club just finished reading Kelly and Juliet Starrett’s book, Built to Move. The book is a very readable guide to both gauging your level of mobility and health-related habits and finding ways to make incremental improvements. There are so many great things in this book including the “sitting-to-rising” test we discussed previously in this newsletter.

Here’s another “test” – a way to gauge your balance. Check out this video

Learn more about the Abaris 5 Lever Book Club here.


We all wish there were more hours in the day…this article provides some ideas on how to get a few hours back.

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