This week on the Wealthy Wellthy Podcast, I interview Emily Rose! If you haven’t heard of her, yet, you will in the years to come!
In addition to holding a psychology degree from Harvard University, coaching visionary executive entrepreneurs, and writing for Thrive Global, Emily is the new Wealthy Wellthy Money Mindset Coach!
Having known Emily since she was a Wise Money Method Wise Money Method Wise Money Method CURBS and Wise Money Method Wise Money Method CURBS for Business student, I couldn’t wait to get her to tell her story on the show!
In this insightful episode, Emily chronicles her unique journey from ballet prodigy, to aspiring FBI agent, to hippy whale boat firstmate, to her front row seat in the pinnacle of academia at Harvard University.
If you’ve ever felt like you’re working hard but not gaining ground financially, this conversation will help you rethink how you manage your money and your business.
If want even more information and personal instruction on how to turn your hard work into financial security and freedom, register for my FREE Wealth Mastery: Your Path to Financial Security 5-Day Challenge using the link below.
Top 5 Takeaways From This Conversation:
- We talk about why a decade of money mindset training alone wasn’t enough to create lasting wealth!
- We talk about how the CURBS program’s practical structure breaks the month-to-month cycle through clear formulas and systems!
- We talk about how understanding your sovereignty number helps create true financial freedom for your future self!
- We talk about the surprising truth that making more money isn’t the solution to escaping month-to-month living!
- We talk about how combining mindset work WITH practical systems creates the “practical magic” needed for lasting wealth!
Here Are Five of My Favorite Quotes:
- “The one thing that made the difference for me (financially) was actually applying the Wise Money Method CURBS program I had learned.”
- “Even in the most esoteric, spiritual belief structure, there’s a structure that allows us to break things down to understand it, and that’s what Wise Money Method CURBS is.”
- “Wise Money Method CURBS offers a highly specific structure, and on top of that, it offers handholding to that structure.”
- “Coupling Wise Money Method Wise Money Method CURBS and coaching is key… it’s about receiving the inquiry from a coach that helps you figure out what you actually want and what might be standing in your way for your own financial health and wellness.”
- “Wise Money Method CURBS helps you get to your sovereignty number, which is the amount of money you need to have in compounding interest investments, so that by the time you stop working, you can take out a percentage every month and live off of that percentage without that number ever going down.”
Time Stamps:
- [00:00] – [01:17] Introduction and welcome to the Wealthy Wellthy podcast
- [01:18] – [02:22] Emily shares her early background as a pre-professional ballet dancer in the Bay Area and move to Oregon
- [02:22] – [04:09] Discussion of Emily’s transition from ballet to pursuing FBI/law enforcement career aspirations
- [04:09] – [05:25] Pivotal moment leading to becoming a coach – realizing the root causes of societal issues stem from individual suffering
- [05:25] – [07:44] Emily’s journey through various careers including waitressing, massage therapy, and spiritual practices
- [07:44] – [09:58] Travel experiences and life-changing decision to choose exploration over traditional education
- [09:58] – [10:40] Completing Harvard psychology degree and transition to nomadic lifestyle
- [10:40] – [13:03] Discussion of personal growth through travel – highest highs and lowest lows
- [13:03] – [15:13] Emily’s business education journey and studies under various mentors
- [15:13] – [17:09] Deep dive into the definition of coaching versus training/consulting
- [17:09] – [20:38] Discussion of business coaching industry and authenticity in coaching
- [20:38] – [22:32] Emily’s experience with burnout and identity transformation
- [22:32] – [25:47] Exploration of existential crisis and transition to art/creative pursuits
- [25:47] – [27:26] Discovery of passion for money and finance through CURBS program
- [27:26] – [31:26] Discussion of widespread money problems and the “month-to-month dilemma”
- [31:26] – [35:34] Emily’s experience with CURBS program and why it worked when other methods failed
- [35:34] – [38:57] The importance of understanding investment buckets and financial sovereignty
- [38:57] – [42:07] Discussion of entrepreneurship burnout and finding alternative paths
- [42:07] – [44:44] The role of ego death in career transformation
- [44:44] – [48:47] Impact of CURBS program on financial habits and understanding money movement
- [48:47] – [53:34] Detailed breakdown of investment buckets and sovereignty number concept
- [53:34] – [56:47] The importance of practical formulas in financial planning
- [56:47] – [01:00:24] Discussion of the 80/20 formula and its practical application
- [01:00:24] – [01:04:22] The relationship between structure and freedom in financial planning
- [01:04:22] – [01:06:34] Closing thoughts and invitation for breakthrough coaching calls
MYTH BUSTER: “Money mindset work alone is enough to create financial freedom.”
Despite being a certified money mindset trainer with a decade of studying manifestation, teaching others about wealth psychology, and implementing profit-first principles, Emily Rose remained stuck in month-to-month living. The breakthrough came when she discovered that mindset work alone wasn’t enough—the missing piece was practical structure and implementation. True financial freedom requires both the psychological and practical elements: clear financial formulas, specific systems for money movement, understanding of investment vs. savings, and concrete goals paired with step-by-step implementation support. As Emily shares, “I had such a poor relationship with structure… it wasn’t until I did that excavation and healing that allowed me to embrace the structure, apply it, and completely change everything.” The key insight? Breaking free from month-to-month living isn’t about choosing between mindset work OR practical systems—it’s about embracing both.
