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 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...

Episode 7: Mitigating Audit Risks: Structuring Multiple Business Entities 29.10.2024

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, Tsoir emphasizes the importance of taking responsibility for one's financial present and future through strategic planning and a proactive approach. She highlights how personal expe...

Episode 7: Mitigating Audit Risks: Structuring Multiple Business Entities 29.10.2024

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, Tsoir emphasizes the importance of taking responsibility for one's financial present and future through strategic planning and a proactive approach. She highlights how personal expe...

Episode 6: Personalized Tax-Saving Strategies: Equipping Clients for Financial Success featuring Suzanne Engel 08.10.2024

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 Breezy Bookkeeping, she leverages her expertise as a certified QuickBooks pro advisor to innovate beyond traditional accounting practices, emphasizing the necessity of expert guidance...

Episode 6: Personalized Tax-Saving Strategies: Equipping Clients for Financial Success featuring Suzanne Engel 08.10.2024

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 Breezy Bookkeeping, she leverages her expertise as a certified QuickBooks pro advisor to innovate beyond traditional accounting practices, emphasizing the necessity of expert guidance...

Episode 5: Protecting Airmen Rights: Expert Legal Strategies Unveiled 01.10.2024

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 foundation in aviation technology and finance, Owens combines his expertise in corporate and business law with a deep understanding of FAA regulations and international standards. His pas...

Episode 5: Protecting Airmen Rights: Expert Legal Strategies Unveiled 01.10.2024

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 foundation in aviation technology and finance, Owens combines his expertise in corporate and business law with a deep understanding of FAA regulations and international standards. His pas...

Episode 4: Virtual Transactions Revolutionizing Luxury Asset Market 17.09.2024

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 business began while flying corporate jets, leading him to study corporate aviation at the University of Virginia Darden School of Business, inspired by a mentor who managed corporate jets...

Episode 4: Virtual Transactions Revolutionizing Luxury Asset Market 17.09.2024

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 business began while flying corporate jets, leading him to study corporate aviation at the University of Virginia Darden School of Business, inspired by a mentor who managed corporate jets...

Episode 3: Achieving Stability and Success Through Financial Advisors 03.09.2024

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, Jill acknowledges that her focus on running her practice and raising her children has limited her involvement in philanthropic activities, though she has participated in professional o...

Episode 3: Achieving Stability and Success Through Financial Advisors 03.09.2024

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, Jill acknowledges that her focus on running her practice and raising her children has limited her involvement in philanthropic activities, though she has participated in professional o...

Episode 2: Strategic Aircraft Ownership Tax Planning: Expert Advice featuring KJ McCarter 27.08.2024

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 of Indiana University's Kelley School of Business, KJ began his career at a big four public accounting firm before joining Aviation Tax Consultants in 2021, a firm founded by his fath...

Episode 2: Strategic Aircraft Ownership Tax Planning: Expert Advice featuring KJ McCarter 27.08.2024

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 of Indiana University's Kelley School of Business, KJ began his career at a big four public accounting firm before joining Aviation Tax Consultants in 2021, a firm founded by his fath...

Episode 1: Aviation Safety: Medical Expert Insights featuring Dylan Caldwell 20.08.2024

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 medicine five years ago and understands the critical importance of keeping pilots healthy. He emphasizes the significance of weight management and lifestyle changes such as healthy eating...

Episode 1: Aviation Safety: Medical Expert Insights featuring Dylan Caldwell 20.08.2024

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 medicine five years ago and understands the critical importance of keeping pilots healthy. He emphasizes the significance of weight management and lifestyle changes such as healthy eating...

Trailer: Jet Setting Wealth Advisory 19.08.2024

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 tal...

Trailer: Jet Setting Wealth Advisory 19.08.2024

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 tal...

Episode 59: Passive Income Beyond the Cockpit 30.06.2001

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 passive income, alternative investments, tax efficiency, and building long-term wealth beyond aviation. As an airline captain, third-generation aviator, real estate investor, and co-ho...

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