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Jet Setting Wealth Advisory

David T. Yu

63 episodes

Welcome to Jet Setting Wealth Advisory, where your financial journey takes flight with David T. Yu.

More about the show

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 for takeoff?

Join us on this enlightening voyage where financial empowerment soars beyond the clouds.

Episodes page 1 of 2

  1. Episode 62: Why Tax Planning Beats Tax Preparation Every Time

    · 42 min · S1 E62

    Want to stop treating taxes as something you deal with after the year is over? On the latest episode of Jet Setting Wealth Advisory, David T. Yu speaks with Steven Jarvis, CPA and CEO of Retirement Tax Services, for…

  2. Episode 61: 72T: A Game Changer for Early Retirement

    · 45 min · S1 E61

    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…

  3. Episode 60: Navigating IRS Challenges: Tax Resolution Strategies for Business Owners

    · 48 min · S1 E60

    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,…

  4. Episode 58: Building Long-Term Value Through Better Decisions

    · 51 min · S1 E58

    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…

  5. Episode 57: Finding the Green Lights in the Tax Code

    · 44 min · S1 E57

    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…

  6. Episode 56: Cross-Border Tax Planning for Expats and Entrepreneurs

    · 25 min · S1 E56

    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…

  7. Episode 55: How Expats Avoid Costly Tax Mistakes

    · 33 min · S1 E55

    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…

  8. Episode 54: Helping Older Adults Stay Financially Organized and Independent

    · 23 min · S1 E54

    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…

  9. Episode 53: How 1031 Exchanges Preserve Wealth and Defer Taxes

    · 48 min · S1 E53

    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…

  10. Episode 52: Navigating Private Aircraft Ownership and Tax Compliance

    · 54 min · S1 E52

    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…

  11. Episode 51: Tax Strategy and Compliance in the Northern Mariana Islands

    · 52 min · S1 E50

    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…

  12. Episode 50: Bridging Tax, Legal, and Financial Strategy for Business Owners

    · 41 min · S1 E50

    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,…

  13. Episode 49: Smarter Aircraft Ownership Through Tax Strategy and Compliance

    · 44 min · S1 E49

    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…

  14. Episode 48: Forward-Looking Tax Planning for High-Income Earners

    · 41 min · S1 E48

    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…

  15. Episode 47: Rewriting Your Money Story for Better Financial Decisions

    · 32 min · S1 E47

    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…

  16. Episode 46: Using Financial Data for Smarter Business Decisions

    · 33 min · S1 E46

    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…

  17. Episode 45: Estate Planning That Actually Protects Your Family

    · 51 min · S1 E45

    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…

  18. Episode 44: Why Exceptional Service Becomes a Long-Term Advantage

    · 41 min · S1 E44

    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…

  19. Episode 43: Unlocking Growth Through Strategic Financial Decisions

    · 27 min · S1 E43

    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…

  20. Episode 42: Reflecting on a Successful Year at DTY Wealth Planning Solutions

    · 4:33 · S1 E42

    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…

  21. Episode 41: Simplified Financial Strategies: Guiding Entrepreneurs Towards Success

    · 38 min · S1 E41

    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…

  22. Episode 40: Lifestyle-Focused Wealth Planning for Meaningful Retirement

    · 41 min · S1 E40

    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…

  23. Episode 39: Transforming Accounting into a Tool for Entrepreneurial Success

    · 33 min · S1 E39

    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.…

  24. Episode 38: Tax Clarity Without the Panic: RSUs, Withholding, and Timing

    · 38 min · S1 E38

    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…

  25. Episode 37: Building Success Through Relationships and Personalized Solutions

    · 35 min · S1 E37

    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,…

  26. Episode 36: Uncovering Fraud: The Power of Forensic Accounting

    · 30 min · S1 E36

    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,…

  27. Episode 35: Enhancing Flight Safety through Innovative Solutions

    · 48 min · S1 E36

    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…

  28. Episode 34: Turning Financial Blind Spots into Strategic Opportunities

    · 37 min · S1 E34

    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…

  29. Episode 33: Empowering Growth Through Financial Understanding

    · 36 min · S1 E33

    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…

  30. Episode 32: IRS Audit Strategies: What Every Business Owner Should Know

    · 53 min · S1 E32

    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…

  31. Episode 31: Unlocking Value in Private Jet Negotiations

    · 40 min · S1 E31

    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…

  32. Episode 30: Year-Round Planning for High-Income Earners

    · 59 min · S1 E30

    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,…

  33. Episode 29: Wealth Multiplication for Business Owners

    · 46 min · S1 E29

    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…

  34. Episode 28: Tailored Tax Strategies for Business Growth

    · 30 min · S1 E28

    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…

  35. Episode 27: Maximizing Tax Incentives for Small Business Owners

    · 53 min · S1 E27

    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…

  36. Episode 26: Maximizing Savings: Tax Optimization Strategies for Businesses

    · 34 min · S1 E28

    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…

  37. Episode 25: Building a Comprehensive Safety Culture for Aviation Excellence

    · 44 min · S1 E25

    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…

  38. Episode 24: Modern Tax Strategies for Entrepreneurs and Growing Businesses

    · 40 min · S1 E24

    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…

  39. Episode 23: The Impact of FAA Regulations on Aircraft Ownership

    · 48 min · S1 E23

    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…

  40. Episode 22: From Cockpit to Classroom: An Aviation Career Evolution

    · 38 min · S1 E22

    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.…

  41. Episode 21: Future Pilot Demand and Retirement Trends

    · 53 min · S1 E21

    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…

  42. Episode 20: Pilot Career Strategy and Forecasting Insights

    · 38 min · S1 E20

    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,…

  43. Episode 19: Staying Informed: Navigating the Evolving Tax Landscape

    · 42 min · S1 E19

    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…

  44. Episode 18: Driving Diversity and Innovation in Aviation’s Evolving Landscape

    · 39 min · S1 E18

    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…

  45. Episode 17: Maximize Your Wealth with Smart Tax Strategies with Michael Reeder, CPA

    · 44 min

    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…

  46. Episode 16: Own A Money-Making Machine: Revolutionize Your Business Growth with Finances

    · 25 min · S1 E16

    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,…

  47. Episode 15: Tax Strategies Every Aircraft Owner Needs to Know

    · 35 min · S1 E15

    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,…

  48. Episode 14: Federal Spending Reforms to Eliminate Inefficiencies with the Honorable David M. Walker

    · 55 min

    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…

  49. Episode 13: Challenging Traditional Financial Advice Through Rigging the Game with Dan Nicholson

    · 55 min

    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…

  50. Episode 12: Navigating the IRS Examination Process: A Guide for Taxpayers

    · 1 h 15 min · S1 E12

    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…

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