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PODCAST

Jet Setting Wealth Advisory

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

leisure aviation

All Episodes

36:03

Episode 34: Turning Financial Blind Spots into...

Jet Setting Wealth Advisory ·

2025/10/28

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 business owners across 23 states gain control, clarity, and freedom. Borbala shares how her firm blends tax strategy, CFO services, and holistic advisory to help entrepreneurs make stress-free, profitable decisions. She also discusses her book, 57 Ways to Grow Your Business, and

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35:04

Episode 33: Empowering Growth Through Financial...

Jet Setting Wealth Advisory ·

2025/10/21

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 Pricewaterhouse to founding a pioneering finance-as-a-service firm, transforming traditional accounting into a strategic growth engine. Learn how his AI-enabled platform, Easby, helps CEOs and CFOs make faster, more informed decisions while maintaining compliance and operational

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52:06

Episode 32: IRS Audit Strategies: What Every Business...

Jet Setting Wealth Advisory ·

2025/10/14

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 rare insider perspective on audits, compliance, and strategies for small business owners and high-income earners. Drawing from his experience on both sides of the audit table, Romeo explains how to approach IRS letters with confidence, avoid common mistakes, and implement tax

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39:08

Episode 31: Unlocking Value in Private Jet Negotiations

Jet Setting Wealth Advisory ·

2025/09/30

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 firm. James, a recognized expert in the private air travel industry, shares his insights on fractional jet ownership, jet cards, and charter agreements, revealing strategies that can help travelers save money and make smarter decisions in the skies. With over 25 years of experience,

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57:56

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

Jet Setting Wealth Advisory ·

2025/09/23

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, about proactive strategies for high-income earners and business owners. From navigating the complexities of W2 income and equity compensation to maximizing deductions on real estate investments, Beth and Barry share their client-first approach to building long-term financial

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45:40

Episode 29: Wealth Multiplication for Business Owners

Jet Setting Wealth Advisory ·

2025/09/09

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 entrepreneur, and wealth multiplier. As founder and CEO of Badu Tax Services, Jeff leads a premier CPA firm serving over 3,000 clients across all 50 states and 25 countries. From his roots in Ghana to building a multinational enterprise, Jeff shares how proactive planning, financial

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29:17

Episode 28: Tailored Tax Strategies for Business Growth

Jet Setting Wealth Advisory ·

2025/08/26

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 Tax Strategist of Rainwater.CPA, a boutique tax advisory firm serving seven- to eight-figure business owners. With a background spanning national CPA firms, private industry, and CFO roles, James brings a unique blend of real-world operational insight and deep tax strategy expertise

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52:29

Episode 27: Maximizing Tax Incentives for Small...

Jet Setting Wealth Advisory ·

2025/08/19

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 Jesowshek, CPA, founder of TaxElm and host of the Small Business Tax Savings Podcast. With a passion for simplifying complex tax strategies, Mike has helped thousands of entrepreneurs reduce their tax burdens legally and efficiently. Together, they unpack the misconceptions around tax

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33:25

Episode 26: Maximizing Savings: Tax Optimization...

Jet Setting Wealth Advisory ·

2025/08/12

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 of Jet Setting Wealth Advisory, David T. Yu is joined by accounting professional and Managing Member of PRP & Associates, LLC, Paul Pahoresky. David engages in a dynamic conversation with Paul, shedding light on the transition from corporate finance to entrepreneurship. Paul's

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43:23

Episode 25: Building a Comprehensive Safety Culture...

Jet Setting Wealth Advisory ·

2025/08/05

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 renowned aviation safety expert with over 55 years of experience. Captain Cox has shared his expertise through Safety Operating Systems, shaping safety management systems globally. He emphasizes the importance of safety culture and the challenges faced by the aviation industry in

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38:54

Episode 24: Modern Tax Strategies for Entrepreneurs...

Jet Setting Wealth Advisory ·

2025/07/29

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 firm. Bette reveals the power of proactive tax planning, sharing how her firm helps entrepreneurs, small businesses, and real estate investors optimize their finances. With a focus on cloud-based accounting and fractional CFO services, Bette explains how entrepreneurs can prioritize

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47:06

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

Jet Setting Wealth Advisory ·

2025/07/15

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 Shackelford, McKinley & Norton, LLP. David delves into the importance of aviation safety, compliance with FAA regulations, and responsible flying practices. He emphasizes the significance of understanding FAA regulations in aircraft ownership and operation to avoid illegal activities

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37:02

Episode 22: From Cockpit to Classroom: An Aviation...

Jet Setting Wealth Advisory ·

2025/07/08

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. Erika's remarkable journey from a pilot at a small Minnesota airport to a prominent educator and business leader is a testament to resilience and adaptability in the ever-evolving aviation industry. Drawing from her experiences and insights shared in her best-selling memoir "A Chick in

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52:44

Episode 21: Future Pilot Demand and Retirement Trends

Jet Setting Wealth Advisory ·

2025/07/01

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 planning in the sky!In this episode of Jet Setting Wealth Advisory, David T. Yu welcomes back Kit Darby, a leading expert in pilot career development with over 40 years in the aviation industry, who provides insights into the complexities of the pilot job market through his

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37:40

Episode 20: Pilot Career Strategy and Forecasting...

Jet Setting Wealth Advisory ·

2025/06/24

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, with decades of experience at the intersection of aviation operation and workforce economics. He

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41:14

Episode 19: Staying Informed: Navigating the Evolving...

Jet Setting Wealth Advisory ·

2025/05/13

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 taxation of insurance, annuity products, and estate planning. Eric shares invaluable insights into

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38:23

Episode 18: Driving Diversity and Innovation in...

Jet Setting Wealth Advisory ·

2025/05/06

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 unexpected business opportunity in Florida, igniting a 20-year expedition from managing aircraft

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42:48

Maximize Your Wealth with Smart Tax Strategies with...

Jet Setting Wealth Advisory ·

2025/03/18

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. Michael is a trusted advisor to franchise owners and small business entrepreneurs, known for his deep

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24:16

Episode 16: Own A Money-Making Machine: Revolutionize...

Jet Setting Wealth Advisory ·

2025/02/04

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 in a dynamic conversation with Patricia Santayana, CPA, financial strategist, and business

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34:31

Tax Strategies Every Aircraft Owner Needs to Know

Jet Setting Wealth Advisory ·

2025/01/28

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. Together, they explore the financial intricacies of aircraft ownership, tax strategies, and how to

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