Flourishing Programs: Money as Energy - The Mindset Shift for Financial Planning Success with Tom Shepard

We often treat money as the finish line. We chase it, measure ourselves by it, and let it shape our choices. But in doing so, we lose sight of the real question: What are we trading our money for—and is it making us truly flourish?

As we live in a world that often celebrates achievement, it's easy to build wealth while unintentionally bankrupting other parts of our lives, such as our time, our energy, and our relationships. 

In this episode of the Happiness Squad Podcast, Ashish Kothari sits down with Tom Shepard to unpack the frameworks and habits that can transform how you relate to money, not just to grow your wealth, but to help you flourish.

Tom Shepard is the Founder and CEO of Shepard Financial and author of Money Isn’t Everything, Everything Is Money. With over two decades of experience, Tom brings a human-centered approach to financial planning, helping individuals align their money with what truly matters. His book introduces the Seven Financial Natures framework—a practical guide to transforming your relationship with money by valuing not just wealth, but also time, energy, and connection.

Many of us follow money patterns inherited from the past, without ever pausing to ask if they align with the future we hope to create. That's why even though we live a life that looks "successful," it doesn't really feel fulfilling.

Today, you can change that. Tune in to learn how to stop letting money control your story, and start using it to write a more fulfilling one.

Resources:

• Money Isn’t Everything, Everything Is Money: https://tomshepardeverythingismoney.com 

• Shepard Financial’s website: https://www.shepard-financial.com

• Currency Camp: https://www.currencycamp.com/ 

Books:

• Money Isn't Everything, Everything Is Money: A Personalized Approach to Valuing and Trading Time, Energy, Relationships and Money by Tom Shepard : https://a.co/d/h69psqf 

• The Big Leap by Gay Hendricks: https://a.co/d/5FBeEpE 

• Hardwired for Happiness by Ashish Kothari: https://a.co/d/8Lj9uZy