In this episode of Finance, Fitness & Finesse, JaeVic sits down with Tom Shepard — founder and CEO of Shepard FINANCIAL, financial educator, and author of Money Isn’t Everything, Everything Is Money — to rethink what wealth really means. Tom shares how his holistic approach to financial planning blends health, time, relationships, and material wealth into a more human-centered money mindset. They dive into the Seven Financial Natures and how it helps you figure out how your natural tendencies shape your relationship with money. Tom also breaks down why evolving with your money, rather than following rigid formulas, leads to more meaningful financial confidence and clarity. If you’ve ever felt like traditional finance advice just doesn’t fit, this episode will help you explore money as a living, personal part of your well-being — not just something to chase or control.

Get in touch with Tom Shepard, CFP, APMA

Social Media:

🔗 Visit JaeVic.com for perks, products, and more.

Insta/Facebook: @financefitnessfinesse; @jaelynvickery; @dimensionalwealth

Music:

Producer - Freeway Quez

Writer - Marquest Hall

Instagram: @freewayquez

Email: Freewayquezmusic@gmail.com
Extras:
- Vintage.mp3by HoliznaCC0
- Fashion House - Short Version by Scott Holmes Music; Free Music Archive (CC BY-NC)

Graphic + Brand Design

Marketing - Garriet Pendleton

Brand Management - Garriet Global Marketing LLC

Instagram: @gg_marketingllc

[Disclaimer: "This podcast is for conversational purposes only and does not constitute financial or mental health advice. Always seek professional guidance tailored to your personal needs."]