Episode 17: Sheriff Hardwick, Travis Dauchy, and Charlie Taverna

Travis Dauchy is back talking wealth planning and blended families! Financial and estate planning are not set it and forget it. You must review your plan as you move through various life stages, especially if there are multiple marriages and children from each. Emily and Travis talk through some examples and tips on how you can plan for the unexpected! But let’s not forget about the 50% of single adults who also need to plan. Travis talks about the unique challenges facing those who are single. If you would like to sit down with Travis, you can email him at tdauchy@atlaspwa.com or you can call him 949-244-9568

Charles Taverna is back talking about owning rental properties in retirement. How do the taxes work? How is the income looked at by the IRS? Charlie and Emily also tackle what it looks like to gift a property or money versus your heir inheriting either one. If you would like to know more about Charlie or contact him, you can reach him via email, charlestaverna@gmail.com

St Johns County Sheriff is back talking about the top crimes against the elderly here in St. Johns County! He and Emily discuss the age ranges that are affected the most and the types of crimes that are happening like phone scams, jury duty scams, and even “pay us money to get your granddaughter out of jail” scams. These criminals are smart! But St. Johns County has a unit called Special Victims Unit that specifically handles these cases, and they are very good. If you’d like to know more about these crimes and the resources the St. Johns County Sheriffs office offers, go to www.sjso.org.