Podcasts · Leisure · Business

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 2 of 2

  1. Episode 11: Building Wealth Safely: Investment Diversification for High Net-Worth Entrepreneurs

    · 38 min

    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,…

  2. Episode 10: Community Involvement in Real Estate: A Pivotal Theme

    · 46 min

    Tamika Moses and Denise Chambers Palmer are two trailblazing figures in the South Florida real estate landscape, whose journeys reflect their dedication to excellence and empowerment in the industry. Tamika, who…

  3. Episode 9: Overcoming Obstacles: Modernizing the IRS Infrastructure

    · 55 min · S1 E9

    Charles Read, a seasoned certified public accountant with extensive experience in various sectors, offers a critical perspective on the current state of IRS budget allocation. With a looming personnel crisis as many…

  4. Episode 8: Influencer Partnerships: A Path to E-Commerce Success

    · 31 min · S1 E8

    Christian Rivera, founder of e-commerce Accountants, is a renowned expert in tax planning and business structuring for the e-commerce sector. With a wealth of experience assisting digital marketers and Amazon sellers,…

  5. Episode 7: Mitigating Audit Risks: Structuring Multiple Business Entities

    · 42 min · S1 E7

    Tatiana Tsoir, a renowned certified public accountant and CFO with nearly two decades of experience, offers a unique and empowering perspective on tax planning and wealth building. As a best-selling author and speaker,…

  6. Episode 6: Personalized Tax-Saving Strategies: Equipping Clients for Financial Success featuring Suzanne Engel

    · 34 min · S1 E6

    Suzanne Engel, a seasoned CFO consultant from Michigan now based in Florida, is renowned for guiding entrepreneurs towards financial clarity and strategic wealth building through expert advice. As the founder of Easy…

  7. Episode 5: Protecting Airmen Rights: Expert Legal Strategies Unveiled

    · 47 min · S1 E5

    Forrest Owens is a distinguished board-certified aviation law specialist who founded Aviation Legal Counsel in 2017, aiming to provide specialized legal services in the aviation industry. With a solid educational…

  8. Episode 4: Virtual Transactions Revolutionizing Luxury Asset Market

    · 41 min · S1 E4

    Larry Morales, founder and owner of Skywater Group, has built a Fort Lauderdale-based conglomerate that excels in high-value asset trades, including aircraft, yachts, and real estate. His journey into this niche…

  9. Episode 3: Achieving Stability and Success Through Financial Advisors

    · 35 min · S1 E3

    Jill Brickel is a distinguished certified public accountant and personal financial specialist who currently serves as the president of Brickell and Company, PA CPAs and consultants. Reflecting on her career journey,…

  10. Episode 2: Strategic Aircraft Ownership Tax Planning: Expert Advice featuring KJ McCarter

    · 34 min · S1 E2

    KJ McCarter is a certified public accountant specializing in aviation tax consulting, bringing a wealth of expertise in tax analysis, business development, and client management to the table. A distinguished graduate…

  11. Episode 1: Aviation Safety: Medical Expert Insights featuring Dylan Caldwell

    · 27 min · S1 E1

    Dylan Caldwell is an experienced FAA-certified aviation medical examiner dedicated to maintaining pilot health. With a background in emergency medicine and a passion for flying, Caldwell transitioned to aviation…

  12. Trailer: Jet Setting Wealth Advisory

    · 1:14 · Trailer

    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…

  13. Episode 59: Passive Income Beyond the Cockpit

    · 37 min · S1 E59

    Want to build wealth beyond your airline paycheck and 401(k)? On the latest episode of Jet Setting Wealth Advisory, David speaks with Tait Duryea, Founder and CEO of Turbine Capital, for a practical conversation on…

Shows are listed from Apple Podcasts' charts and directory, and Podcast Index where it is used. Every show and episode belongs to its publisher and plays from the publisher's own feed; this site hosts none of them. Explicit shows are for adult profiles only, and children’s profiles hear only children’s shows. More about this list.