Meaghan Dowd

In this engaging discussion, Meaghan Dowd, Director of Insurance at Holistiplan and author of "Protect Your Lifestyle," dives into crucial homeowner's insurance insights for retirees. She highlights common insurance pitfalls that can derail retirement plans, like confusing replacement-cost versus actual cash value. Meaghan also emphasizes strategies for protecting assets, including using trusts and LLCs, and identifies overlooked risks like lifestyle liability. Her practical tips ensure listeners don't overlook the importance of insurance in their retirement planning.