Protecting Your Wallet: The Lowdown on Insurance

About this episode

Amy Irvine discusses the importance of insurance in financial planning with expert Meaghan Dowd.

About the Guest(s): Meaghan Dowd is a seasoned insurance expert with a deep passion for risk management and proactive financial protection. She began her career in the insurance brokerage industry, focusing primarily on high-end coverage solutions before transitioning to HolistaPlan, where she plays a pivotal role in advancing insurance analysis software. Meaghan's career is distinguished by her commitment to elevating advisors' capabilities in insurance planning, having successfully leveraged her expertise to help advisors integrate comprehensive insurance reviews into their client service models. Episode Summary: Join Amy Irvine, CEO and founder of Rooted Planning Group, as she welcomes insurance specialist Meaghan Dowd to the Money Roots podcast for an enlightening discussion on the often-overlooked aspects of financial planning: protection products. In this episode, Amy and Meaghan explore the crucial role that home, auto, and liability insurance play in safeguarding one's assets and income. Meaghan shares her journey into the insurance industry, emphasizing the proactiveness of risk management and how crucial it is to have the right insurance policies in place to prevent…

People in this episode

Host: Amy Irvine

Guest: Meaghan Dowd

Topics covered

• insurance
• financial planning
• risk management
• protection products
• home insurance
• auto insurance
• liability insurance

Keywords

• insurance
• financial protection
• risk management
• home insurance
• auto insurance
• liability insurance
• insurance policies
• financial disasters

Mentioned in this episode

Organizations: HolistaPlan, Rooted Planning Group

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