David T. Yu

Jet Setting Wealth Advisory

Leisure EN ↓ 55 episódios

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...

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Autor

David T. Yu

Categoria

Leisure

Último episódio

7 de jul de 2026

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Episódios

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 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...

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...

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