David T. Yu

Jet Setting Wealth Advisory

Leisure EN ↓ 118 episodes

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 envir...

Be sure to visit the podcast's website and support the creator: www.dtywealthplanningsolutions.com

Author

David T. Yu

Category

Leisure

Latest episode

Oct 27, 2026

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Episodes

Episode 20: Pilot Career Strategy and Forecasting Insights 24.06.2025

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 engages in an insightful conversation with Captain Kit Darby, a renowned expert in pilot career forecasting...

Episode 20: Pilot Career Strategy and Forecasting Insights 24.06.2025

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 engages in an insightful conversation with Captain Kit Darby, a renowned expert in pilot career forecasting...

Episode 19: Staying Informed: Navigating the Evolving Tax Landscape 13.05.2025

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 speaks with Eric Lanning, a highly respected counsel at Frost Law with over two decades of experience in tax...

Episode 19: Staying Informed: Navigating the Evolving Tax Landscape 13.05.2025

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 speaks with Eric Lanning, a highly respected counsel at Frost Law with over two decades of experience in tax...

Episode 18: Driving Diversity and Innovation in Aviation’s Evolving Landscape 06.05.2025

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 Hernandez, the founder of Login Aviation Services. Diana's path began during the 2008 financial crisis with an...

Episode 18: Driving Diversity and Innovation in Aviation’s Evolving Landscape 06.05.2025

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 Hernandez, the founder of Login Aviation Services. Diana's path began during the 2008 financial crisis with an...

Episode 17: Maximize Your Wealth with Smart Tax Strategies with Michael Reeder, CPA 18.03.2025

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 Wealth Advisory, David T. Yu speaks with Michael Reeder, CPA and Managing Partner of Reeder CPA Group. Mic...

Episode 17: Maximize Your Wealth with Smart Tax Strategies with Michael Reeder, CPA 18.03.2025

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 Wealth Advisory, David T. Yu speaks with Michael Reeder, CPA and Managing Partner of Reeder CPA Group. Mic...

Episode 16: Own A Money-Making Machine: Revolutionize Your Business Growth with Finances 04.02.2025

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 sustainable growth. In this episode of Jet Setting Wealth Advisory Podcast, host David T. Yu engages i...

Episode 16: Own A Money-Making Machine: Revolutionize Your Business Growth with Finances 04.02.2025

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 sustainable growth. In this episode of Jet Setting Wealth Advisory Podcast, host David T. Yu engages i...

Episode 15: Tax Strategies Every Aircraft Owner Needs to Know 28.01.2025

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 Accountant, Certified Financial Planner, and licensed private pilot with over four decades of expertise....

Episode 15: Tax Strategies Every Aircraft Owner Needs to Know 28.01.2025

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 Accountant, Certified Financial Planner, and licensed private pilot with over four decades of expertise....

Episode 14: Federal Spending Reforms to Eliminate Inefficiencies with the Honorable David M. Walker 17.12.2024

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 Honorable David M. Walker, a renowned fiscal responsibility advocate and former Comptroller General of the U...

Episode 14: Federal Spending Reforms to Eliminate Inefficiencies with the Honorable David M. Walker 17.12.2024

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 Honorable David M. Walker, a renowned fiscal responsibility advocate and former Comptroller General of the Uni...

Episode 13: Challenging Traditional Financial Advice Through Rigging the Game with Dan Nicholson 10.12.2024

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 Rigging the Game podcast, Dan shares his unique approach to achieving financial certainty, navigating ris...

Episode 13: Challenging Traditional Financial Advice Through Rigging the Game with Dan Nicholson 10.12.2024

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 Rigging the Game podcast, Dan shares his unique approach to achieving financial certainty, navigating ris...

Episode 12: Navigating the IRS Examination Process: A Guide for Taxpayers 03.12.2024

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 Attorney. Michael shares over 14 years of expertise in navigating complex tax matters, from high-stakes...

Episode 12: Navigating the IRS Examination Process: A Guide for Taxpayers 03.12.2024

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 Attorney. Michael shares over 14 years of expertise in navigating complex tax matters, from high-stakes...

Episode 11: Building Wealth Safely: Investment Diversification for High Net-Worth Entrepreneurs 26.11.2024

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 of Profit First for Minority Business Enterprises , a Publisher’s Weekly Editor’s Pick. In this engagi...

Episode 11: Building Wealth Safely: Investment Diversification for High Net-Worth Entrepreneurs 26.11.2024

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 of Profit First for Minority Business Enterprises, a Publisher’s Weekly Editor’s Pick. In this engaging...

Episode 10: Community Involvement in Real Estate: A Pivotal Theme 19.11.2024

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 originally aspired to be a sportscaster, has become an award-winning real estate leader and the first African American woman to serve as president-elect of the Miami Association of Realtor...

Episode 10: Community Involvement in Real Estate: A Pivotal Theme 19.11.2024

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 originally aspired to be a sportscaster, has become an award-winning real estate leader and the first African American woman to serve as president-elect of the Miami Association of Realtor...

Episode 9: Overcoming Obstacles: Modernizing the IRS Infrastructure 12.11.2024

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 agents near retirement and the agency's reliance on outdated technology, Read underscores the urgent need for increased funding to modernize and improve efficiency. However, he caution...

Episode 9: Overcoming Obstacles: Modernizing the IRS Infrastructure 12.11.2024

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 agents near retirement and the agency's reliance on outdated technology, Read underscores the urgent need for increased funding to modernize and improve efficiency. However, he caution...

Episode 8: Influencer Partnerships: A Path to E-Commerce Success 05.11.2024

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, Rivera emphasizes the critical importance of understanding the true value of your business and strategically reinvesting for long-term wealth building. He advises entrepreneurs to st...

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