PODCAST · leisure
Jet Setting Wealth Advisory
by David T. Yu
Welcome to Jet Setting Wealth Advisory, where your financial journey takes flight with David T. Yu. With over 20 years in financial services and as an active airline pilot, David, founder of DTY Wealth Planning Solutions, will be your financial co-pilot, navigating wealth and tax management in today's fast-paced complex and dynamic financial world. Jet Setting Wealth Advisory features gripping tales and expert insights for aviation aficionados and business enthusiasts alike. Each episode covers the challenges of wealth building, tax planning, and retirement preparation in this new global environment. Buckle up as David brings in aviation all-stars, including Aviation Medical Examiners, specialized CPAs, and Aviation & Tax Attorneys, sharing their personal and professional experiences. Jet Setting Wealth Advisory is more than a podcast; it’s an enlightening flight through the fiscal skies, blending personal stories with expert financial advice. Ready f
Episodes
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Episode 61: 72T: A Game Changer for Early Retirement
Want to access your retirement savings before 59½ without the usual 10% early withdrawal penalty? On the latest episode of Jet Setting Wealth Advisory, David T. Yu speaks with Rob Townend, CPA and founder of Early Retirement Access, for an insightful conversation on Section 72(t), early…
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Episode 60: Navigating IRS Challenges: Tax Resolution Strategies for Business Owners
Facing IRS problems can feel overwhelming, but having the right strategy can make all the difference. On the latest episode of Jet Setting Wealth Advisory, David T. Yu speaks with Hubert Johnson, tax attorney, lecturer, and founder of Guardian Tax Law, for an important conversation on IRS…
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Episode 58: Building Long-Term Value Through Better Decisions
Are you building a business, or just building yourself a job? On this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Kep Kepner, founder and managing partner of KepnerCPA, for a practical conversation on business advisory, strategic tax planning, exit planning, and building a...
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Episode 57: Finding the Green Lights in the Tax Code
Are you still managing taxes by looking backward? On the lastest Jet Setting Wealth Advisory, David T. Yu welcomes back Edward Lyon, tax attorney, speaker, consultant, and Chief Tax Planner at Excel Empire, for another sharp and practical conversation on proactive tax planning. Ed explains why…
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Episode 56: Cross-Border Tax Planning for Expats and Entrepreneurs
Thinking about living, working, or doing business abroad? On this episode, David continues his conversation with Vincenzo Villamena, Founder and CEO of Online Taxman, for Part 2 of their discussion on international tax planning for Americans abroad. Vincenzo explains what U.S. citizens,...
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Episode 55: How Expats Avoid Costly Tax Mistakes
Living, working, or investing abroad and unsure what the IRS still expects from you? On this week's Jet Setting Wealth Advisory, David T. Yu speaks with Vincenzo Villamena, CPA, Founder and CEO of Online Taxman, for the first of a two-part conversation on U.S. tax planning for Americans abroad....
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Episode 54: Helping Older Adults Stay Financially Organized and Independent
Want to make sure your family is prepared for the financial realities that come with aging? On the latest Jet Setting Wealth Advisory, David T. Yu speaks with Trina McWilliams, Founder of Trusted Direction and Americas Controller at Accenture I&CP, LLC, for a meaningful conversation on financial...
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Episode 53: How 1031 Exchanges Preserve Wealth and Defer Taxes
Want more flexibility when selling an investment property? On this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Dave Foster, founder of The 1031 Investor and a qualified intermediary for 1031 exchanges, for a practical conversation on tax-efficient real estate investing. Dave...
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Episode 52: Navigating Private Aircraft Ownership and Tax Compliance
Want to understand the tax and compliance issues before buying an aircraft? On this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Letisha Sailor, founder of AvTax Advisors, for a practical conversation on aviation tax law, aircraft ownership, FAA compliance, and IRS audit risk....
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Episode 51: Tax Strategy and Compliance in the Northern Mariana Islands
Thinking about relocating for tax reasons? It’s not as simple as counting days on a calendar. On this week's Jet Setting Wealth Advisory, David T. Yu speaks with Tina Azarvand Esq., Managing Partner of Azarvand Tax Law, about the little-known tax structure of the Commonwealth of the Northern...
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Episode 50: Bridging Tax, Legal, and Financial Strategy for Business Owners
Want to stop treating your business, taxes, and legal planning like separate conversations? On this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Chris Papin, founder of Papin CPA and Papin Law, about why business owners struggle when tax, legal, insurance, and financial…
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Episode 49: Smarter Aircraft Ownership Through Tax Strategy and Compliance
Want to avoid costly tax mistakes with your aircraft ownership? On the latest Jet Setting Wealth Advisory, David T. Yu speaks with Ryan DeMoor, Head of Aviation Tax at MySky, for an in-depth conversation about aviation tax strategy, compliance, and the critical mistakes aircraft owners and...
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Episode 48: Forward-Looking Tax Planning for High-Income Earners
Want to stop treating taxes like something that just happens to you? On today's episode of Jet Setting Wealth Advisory, David T. Yu speaks with Robert Keller and Edward Lyon of Excel Empire, for a practical conversation on proactive tax planning, alternative investing, and reducing tax liability...
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Episode 47: Rewriting Your Money Story for Better Financial Decisions
Want to improve your relationship with money and reduce financial stress? On this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Tari Vickery, author of The Emotional Side of Money, for a powerful conversation on how emotions, upbringing, and personal experiences shape financial...
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Episode 46: Using Financial Data for Smarter Business Decisions
Want to make smarter business decisions with your financial data? On this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Tevia Hoalst, owner and CEO of TeKoda Accounting, for a powerful conversation on financial clarity, cash flow, and strategic decision-making for business…
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Episode 45: Estate Planning That Actually Protects Your Family
Do you have a plan in place if something happens to you, or are you leaving your family to figure it out in court? On today's episode of Jet Setting Wealth Advisory, David T. Yu speaks with Kristen Landon and Lauren Klein, Co-Founders of Flourish Law Group, for an important conversation on estate...
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Episode 44: Why Exceptional Service Becomes a Long-Term Advantage
How do you build a luxury brand by saying “yes” when everyone else says no? On the latest episode of Jet Setting Wealth Advisory, David speaks with Kaye Gitibin, Co-Founder and CEO of Go Rentals, for a compelling conversation on service-driven growth, leadership, and building a nationally...
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Episode 43: Unlocking Growth Through Strategic Financial Decisions
Want to simplify your financial systems for better growth and decision-making? On this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Perry Mayer, founder of Vital Accounting Services, for an insightful conversation on small business accounting, financial clarity, and systems for...
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Episode 42: Reflecting on a Successful Year at DTY Wealth Planning Solutions
In this final episode of 2025, David reflects on the milestones and memorable moments of the past year. From client appreciation events to celebrating retirements, he shares how his team at DTY Wealth Planning Solutions has focused on building strong, lasting relationships with clients. David…
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Episode 41: Simplified Financial Strategies: Guiding Entrepreneurs Towards Success
Want to turn your money chaos into clarity and build a business that supports your real life? On this episode of Jet Setting Wealth Advisory, Matt Green, founder of Ledger Medial Accounting Services, shares the unconventional path that shaped his approach to business and finance. From years in...
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Episode 40: Lifestyle-Focused Wealth Planning for Meaningful Retirement
Design the life first—then build the money plan to match it. In this episode of Jet Setting Wealth Advisory, David speaks with Brian Evans, founder of Madrona Financial & CPAs, host of the long-running radio show Growing Your Wealth, and author of 7 Steps to a Successful Retirement. Brian shares...
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Episode 39: Transforming Accounting into a Tool for Entrepreneurial Success
Want to keep more of what you earn and build a business that actually serves your life? On today's episode of Jet Setting Wealth Advisory, David speaks with Wendy Barlin, CPA—business strategist, speaker, and author. Wendy shares her immigrant-to-entrepreneur story, how she built and sold a fully...
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Episode 38: Tax Clarity Without the Panic: RSUs, Withholding, and Timing
Are your RSUs and year-end taxes about to surprise you—or are you planning now to keep more of what you earn? In this episode of Jet Setting Wealth Advisory, David sits down with Ariel Haughton, Senior Tax Specialist at Goldstein Tax Advisors, and returning guest Barry Kaufman for a clear, candid...
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Episode 37: Building Success Through Relationships and Personalized Solutions
What if getting fired was the best thing that ever happened to you—and became the spark for building a multimillion-dollar company? In today's episode of Jet Setting Wealth Advisory, David talks with Jennifer Barnes, CEO and Founder of Optima Office, about turning setbacks into strength. Jennifer...
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Episode 36: Uncovering Fraud: The Power of Forensic Accounting
Are you confident that your business's finances are truly secure? In this episode of Jet Setting Wealth Advisory, host David T. Yu sits down with Jeff Neumeister, Managing Partner at Kelly+Partners Advisory Services, to discuss the art and science of forensic accounting. Jeff explains how most...
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Episode 35: Enhancing Flight Safety through Innovative Solutions
What happens when a 787 captain, helicopter rescue pilot, and airspace designer reimagines how we move through the sky? In this episode, David speaks with Chris Baur, President & CEO of Hughes Aerospace and active Boeing 787 captain. Chris unpacks how performance-based navigation (PBN), advanced...
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Episode 34: Turning Financial Blind Spots into Strategic Opportunities
Feeling overwhelmed by your business finances? In this week's episode of Jet Setting Wealth Advisory, David speaks with Borbala Banto, CPA and founder of Concierge CPAs, a boutique advisory and accounting firm helping business owners across 23 states gain control, clarity, and freedom. Borbala...
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Episode 33: Empowering Growth Through Financial Understanding
Is your company’s financial function holding back growth? This week on Jet Setting Wealth Advisory, David T. Yu speaks with Ted Rose, MBA, CPA, and CEO of Rose Financial Solutions. Ted shares his journey from Pricewaterhouse to founding a pioneering finance-as-a-service firm, transforming...
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Episode 32: IRS Audit Strategies: What Every Business Owner Should Know
Ever wondered what it’s really like to be audited by the IRS? On this week's episode of Jet Setting Wealth Advisory, David T. Yu speaks with Romeo Razi, CPA, former IRS agent, and founder of TaxedRight, who shares his rare insider perspective on audits, compliance, and strategies for small…
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Episode 31: Unlocking Value in Private Jet Negotiations
Ready to take your travel experience to the next level? In the latest episode of Jet Setting Wealth Advisory, David T. Yu is joined by James Butler, CEO of Shaircraft Solutions, a leading private aviation consulting firm. James, a recognized expert in the private air travel industry, shares his...
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Episode 30: Year-Round Planning for High-Income Earners
Is it time to rethink how you approach financial planning? In this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Beth Goldstein, Owner of Goldstein Tax Advisors, and Barry Kaufman, CPA & Partner, about proactive strategies for high-income earners and business owners. From...
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Episode 29: Wealth Multiplication for Business Owners
Are you ready to shift from simply paying taxes to multiplying your wealth and building an abundant lifestyle? In this episode of Jet Setting Wealth Advisory, David T. Yu is joined by Jeff Badu, licensed CPA, parallel entrepreneur, and wealth multiplier. As founder and CEO of Badu Tax Services,...
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Episode 28: Tailored Tax Strategies for Business Growth
Are you missing out on tax strategies that could be fueling your business growth and building long-term wealth? In this episode of Jet Setting Wealth Advisory, David T. Yu sits down with James Rainwater, CEO & Chief Tax Strategist of Rainwater.CPA, a boutique tax advisory firm serving seven- to...
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Episode 27: Maximizing Tax Incentives for Small Business Owners
Are you ready to stop overpaying the IRS and finally take control of your tax strategy—without the confusion and guesswork? In the latest episode of Jet Setting Wealth Advisory, David T. Yu sits down with Mike Jesowshek, CPA, founder of TaxElm and host of the Small Business Tax Savings Podcast....
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Episode 26: Maximizing Savings: Tax Optimization Strategies for Businesses
Are you ready to discover the secrets behind maximizing tax savings, building strong client relationships, and mastering the art of effective communication in the world of finance and entrepreneurship? In this episode of Jet Setting Wealth Advisory, David T. Yu is joined by accounting…
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Episode 25: Building a Comprehensive Safety Culture for Aviation Excellence
How do you keep millions of passengers safe in the sky—and what happens when the future of flight includes no pilot at all? In this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Captain John Cox, a renowned aviation safety expert with over 55 years of experience. Captain Cox has...
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Episode 24: Modern Tax Strategies for Entrepreneurs and Growing Businesses
Are you maximizing your tax strategy to fuel business growth? In the latest episode of Jet Setting Wealth Advisory, David T. Yu sits down with Bette Hochberger, CPA and founder of a modern, forward-thinking advisory firm. Bette reveals the power of proactive tax planning, sharing how her firm…
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Episode 23: The Impact of FAA Regulations on Aircraft Ownership
Are you aware of the hidden legal risks lurking in your aircraft ownership and operations? In the latest episode of Jet Setting Wealth Advisory, David T. Yu is joined by David Norton, Head of the Aviation Practice at Shackelford, McKinley & Norton, LLP. David delves into the importance of…
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Episode 22: From Cockpit to Classroom: An Aviation Career Evolution
Are you curious about the secrets to a successful career in aviation? In this episode of Jet Setting Wealth Advisory, David T. Yu is joined by Erika Armstrong, the Director of Marketing for Advanced Aircrew Academy. Erika's remarkable journey from a pilot at a small Minnesota airport to a…
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Episode 21: Future Pilot Demand and Retirement Trends
Want to know how pilot retirements and aircraft delays are shaping the future of aviation careers? Tune in to our latest episode as Kit Darby returns to uncover the secrets of the pilot job market and strategic career planning in the sky! In this episode of Jet Setting Wealth Advisory, David T.…
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Episode 20: Pilot Career Strategy and Forecasting Insights
Ever wondered how to navigate the highs and lows of the airline industry to secure your dream pilot career? Learn how strategic planning, perseverance, and timing can make all the difference from our expert guest, Captain Kit Darby! In this episode of Jet Setting Wealth Advisory, David T. Yu...
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Episode 19: Staying Informed: Navigating the Evolving Tax Landscape
Ever wondered how meticulous asset valuation can impact your tax outcomes? Tune in to discover the secrets behind optimizing wealth transfer and tax compliance with highly regarded tax and estate planning expert, Eric Lanning! In this episode of Jet Setting Wealth Advisory, host David T. Yu…
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Episode 18: Driving Diversity and Innovation in Aviation’s Evolving Landscape
What does it take to navigate the complexities of the aviation industry and emerge successful? Find out how the power of vision, resilience and a commitment to diversity can shape a thriving career in aviation. In this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Diana…
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Episode 17: Maximize Your Wealth with Smart Tax Strategies with Michael Reeder, CPA
Are you a business owner or an aspiring entrepreneur looking to minimize taxes, grow wealth, and avoid the most common financial pitfalls? This episode is your blueprint for building a profitable and sustainable business—without losing your mind (or your sleep). In this episode of Jet Setting...
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Episode 16: Own A Money-Making Machine: Revolutionize Your Business Growth with Finances
When it comes to running a successful business, having a solid financial strategy in place is crucial. Whether you're a startup or a well-established company, understanding your financial health, managing cash flow, and analyzing financials are all key components to achieving business success and...
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Episode 15: Tax Strategies Every Aircraft Owner Needs to Know
Have you ever wondered how owning an aircraft could transform your financial strategy? Discover insider secrets to making your aviation passion a profitable venture. In this episode of Jet Setting Wealth Advisory, David T. Yu speaks David T. Yu speaks with Harry Daniels Jr., a Certified Public...
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Episode 14: Federal Spending Reforms to Eliminate Inefficiencies with the Honorable David M. Walker
How can we secure America’s fiscal future while preparing for the rising challenges of debt, government inefficiency, and economic uncertainty? Are we ready to take bold steps to ensure a sustainable path forward? In this episode of Jet Setting Wealth Advisory, David T. Yu speaks with the…
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Episode 13: Challenging Traditional Financial Advice Through Rigging the Game with Dan Nicholson
Are you ready to take control of your finances and build wealth on your terms? In this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Dan Nicholson, bestselling author, award-winning CPA, and founder of Nth Degree CPA. Known for his groundbreaking book Rigging the Game and the...
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Episode 12: Navigating the IRS Examination Process: A Guide for Taxpayers
Ever wondered how to navigate the maze of IRS tax controversies and safeguard your wealth in a changing tax landscape? In this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Michael Kramarz, Principal at Kaufman Rossin's Tax Service Advisory Group and a former IRS Special Trial...
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Episode 11: Building Wealth Safely: Investment Diversification for High Net-Worth Entrepreneurs
Are you ready to unlock the secrets to financial freedom and learn how to build lasting wealth as an entrepreneur? In this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Suzanne Mariga, CPA, fractional CFO, and CEO of the Mariga Group. Suzanne is a Profit First expert and author…
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ABOUT THIS SHOW
Welcome to Jet Setting Wealth Advisory, where your financial journey takes flight with David T. Yu.
With over 20 years in financial services and as an active airline pilot, David, founder of DTY Wealth Planning Solutions, will be your financial co-pilot, navigating wealth and tax management in today's fast-paced complex and dynamic financial world. Jet Setting Wealth Advisory features gripping tales and expert insights for aviation aficionados and business enthusiasts alike. Each episode covers the challenges of wealth building, tax planning, and retirement preparation in this new global environment.
Buckle up as David brings in aviation all-stars, including Aviation Medical Examiners, specialized CPAs, and Aviation & Tax Attorneys, sharing their personal and professional experiences. Jet Setting Wealth Advisory is more than a podcast; it’s an enlightening flight through the fiscal skies, blending personal stories with expert financial advice.
Ready f
HOSTED BY
David T. Yu
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Frequently Asked Questions
How many episodes does Jet Setting Wealth Advisory have?
Jet Setting Wealth Advisory currently has 61 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Jet Setting Wealth Advisory about?
Welcome to Jet Setting Wealth Advisory, where your financial journey takes flight with David T. Yu. With over 20 years in financial services and as an active airline pilot, David, founder of DTY Wealth Planning Solutions, will be your financial co-pilot, navigating wealth and tax management in...
How often does Jet Setting Wealth Advisory release new episodes?
Jet Setting Wealth Advisory has 61 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Jet Setting Wealth Advisory?
You can listen to Jet Setting Wealth Advisory on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Jet Setting Wealth Advisory?
Jet Setting Wealth Advisory is created and hosted by David T. Yu.
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