Bio Erin Wood, CFP, CRPC

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Erin Wood, CFP®, CRPC®

Vice President, Wealth Planning, Carson Group

Website: www.carsongroup.com
LinkedIn: www.linkedin.com/in/erin-wood-cfp/

Erin Wood grew up in blue-collar Iowa with parents who taught her education and hard work were the keys to success. Taking this to heart, she began her career as a financial adviser right after college, sold a successful financial planning firm in her early 30s and then transitioned to developing financial planners across the country.

Erin graduated from Northwest Missouri State University in 2002 with a B.S. in Communications and Finance. She holds a Certified Financial Planner designation, as well as Chartered Retirement Planning Counselor designation. She received her M.S. in Financial Psychology and Behavioral Finance from Creighton University.

When she's not at the office, you may not be able to find her. She might be traveling with her husband and her two kids to explore new cultures. She and her husband are SCUBA certified and enjoy underwater adventures on the Virgin Islands, Hawaii, St. Maarteen and several other places. Or she may be home practicing her kickboxing skills.

Latest Features

Building Wealth
April 2020

Keeping Your Head Above Water While Watching the Economic Wave

Sometimes, at certain points in an economic wave, we see a frenzy of unwise financial behavior. Overconfidence, underconfidence, neighbor envy, media overload, all add to a lack of wisdom. How do you keep your head about you?

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Building Wealth
February 2020

The Secret to Finally Meeting Your Financial Goals

This year work smarter, not harder on yourself and your finances. Here are some interesting behavioral strategies to try, including temptation bundling.

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Building Wealth
February 2020

How to Check Your Financial Baggage for the New Year

If you're already faltering on your financial New Year’s resolutions, here's a way to get to the root of the problem and learn a little about yourself along the way.

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Building Wealth
December 2019

Give Story – Not Stuff – for the Holidays

Your financial plan is about more than making money and getting stuff. It's built around your values, goals and relationships. Shouldn't your gift-giving be the same way?

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Building Wealth
November 2019

Wealth Shame: When Wealth Changes Your Life (and Not Everyone Else's)

Defined as a real or perceived distance when you make more money than your family or community of origin, wealth shame can be a painful transition.

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Building Wealth
September 2019

Youth Sports Vs. College Costs – What's a Parent to Do?

In a word: prioritize. Work with your child to find what is most meaningful and what makes the most sense. Then concentrate your budget dollars accordingly. My tried-and-true postcard test can help.

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Building Wealth
July 2019

To Define Your Retirement Goals, Take the Postcard Test

You've got to really know yourself to understand what's important to you, where you're going and how you can get there. A simple test could help shed some light on your path.

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