Join Jeff Bernier, CFP®, ChFC, CFS for quick insights and meaningful conversations with experienced professionals in wealth management, psychology, and personal development to help you navigate your path to a purposeful retirement.
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Join Jeff Bernier, CFP®, ChFC, CFS for quick insights and meaningful conversations with experienced professionals in wealth management, psychology, and personal development to help you navigate your path to a purposeful retirement.
In this episode of Money & Meaning, host Jeff Bernier interviews Hunter Ewing, co-founder and director of Private Lines Insurance at Higher Ground Risk. They explore the essentials of risk management, including protecting assets, managing liability, and understanding insurance coverage in today’s evolving insurance market. Hunter shares industry insights, practical advice, and personal anecdotes that highlight the importance of proactive financial protection.
Topics covered:
The fundamentals of risk management in personal financial planning
Common types of personal insurance: home, auto, umbrella, and valuable articles coverage
The impact of severe weather events on insurance costs
Key considerations when purchasing flood insurance
Recent industry changes in insurance underwriting and coverage
Misconceptions about personal insurance and financial planning integration
The importance of working with independent insurance agents
Best practices for maintaining adequate insurance coverage
How to evaluate insurance needs for new home purchases and renovations
Useful Links:
Jeff Bernier on LinkedIn: https://www.linkedin.com/posts/jeffberniercfp_the-money-and-meaning-show-activity-7202103509700227072-h0Qn/
Hunter Ewing on LinkedIn: https://www.linkedin.com/in/hunter-ewing-5460a2a2
High Ground Company: https://www.highgroundcompany.com/copy-of-hunter-ewing
Tandem Growth Financial Advisors: https://www.tandemgrowth.com/
The Money and Meaning Show
Join Jeff Bernier, CFP®, ChFC, CFS for quick insights and meaningful conversations with experienced professionals in wealth management, psychology, and personal development to help you navigate your path to a purposeful retirement.