Discover the Value of Financial Planning with Erin Wood, Episode #144
Mitlin Money Mindset · Lawrence Sprung
Audio is streamed directly from the publisher (traffic.libsyn.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Erin Wood is the Senior Vice President of Financial Planning and Advanced Solutions at Carson Group. She began her career in personal finance promptly after graduating college where she practiced as a financial planner in Milwaukee, Wisconsin.
She developed a passion for helping people at a relatively young age, and the fulfillment of seeing a family achieve their financial goals led Erin to eventually own her own financial planning business in her late twenties.
Being a local girl at heart, Erin decided to sell her practice and move back to the Omaha area so she could be closer to her family and so she could help people from the community that shaped who she is today.
Her work in Omaha continued as a Private Client Advisor for a regional firm, where she was quickly asked to create and lead her own financial planning team. The success in this venture along with her continued passion for helping others led Erin to her career with Carson Wealth Management.
Erin holds a Certified Financial Planner designation as well as Chartered Retirement Planning Counselor and Financial Behavior Specialist designations. She received her M.S. in financial psychology and behavioral finance from Creighton University.
Listen in for some great takeaways about Erin's journey to becoming a Senior Vice President at Carson Group and hear her thoughts on the future of the financial planning profession.
You will want to hear this episode if you are interested in...- Learn more about Erin Wood and her journey to SVP [3:43]
- How Erin's family influenced her financial literacy [6:02]
- The "smiling and dialing" days of our profession [10:16]
- How the financial planning profession has evolved [12:14]
- Why Erin sold her financial planning practice [14:58]
- What attracted Erin to the Carson Group? [17:53]
- Applying behavioral finance to financial planning [24:07]
- What prompted Erin to share her personal IVF journey? [27:30]
- Why Erin is excited about the future of financial planning [33:00]
- What Erin did today that put her in the mindset for success [38:06]
- podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests
- If you would like to learn more schedule a call: https://mitlin.us/FitCall
- https://mitlinfinancial.com
- Follow on Twitter
- Follow on Instagram
- Subscribe on Youtube
- Follow on Linkedin
- Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts