Jet Setting Wealth Advisory

41:15

Episode 48: Forward-Looking Tax Planning for...

Jet Setting Wealth Advisory ·

2026/05/04

Want to stop treating taxes like something that just happens to you? On today's episode of Jet Setting Wealth Advisory, David T. Yu speaks with Robert Keller and Edward Lyon of Excel Empire, for a practical conversation on proactive tax planning, alternative investing, and reducing tax liability through forward-looking strategies. Ed shares why many successful people mistakenly assume their accountant is actively helping them pay less in taxes, while Bobby explains how his background in aviation

en-us

40:35

Episode 48: Forward-Looking Tax Planning for...

Jet Setting Wealth Advisory ·

2026/05/04

Want to stop treating taxes like something that just happens to you?On today's episode of Jet Setting Wealth Advisory, David T. Yu speaks with Robert Keller and Edward Lyon of Excel Empire, for a practical conversation on proactive tax planning, alternative investing, and reducing tax liability through forward-looking strategies. Ed shares why many successful people mistakenly assume their accountant is actively helping them pay less in taxes, while Bobby explains how his background in aviation

en-us

31:46

Episode 47: Rewriting Your Money Story for Better...

Jet Setting Wealth Advisory ·

2026/04/14

Want to improve your relationship with money and reduce financial stress? On this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Tari Vickery, author of The Emotional Side of Money, for a powerful conversation on how emotions, upbringing, and personal experiences shape financial behavior. With over 25 years of experience working closely with families, Tari shares how money decisions are often driven more by feelings than logic. From understanding your “money story” to identifying

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31:06

Episode 47: Rewriting Your Money Story for Better...

Jet Setting Wealth Advisory ·

2026/04/14

Want to improve your relationship with money and reduce financial stress?On this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Tari Vickery, author of The Emotional Side of Money, for a powerful conversation on how emotions, upbringing, and personal experiences shape financial behavior. With over 25 years of experience working closely with families, Tari shares how money decisions are often driven more by feelings than logic. From understanding your “money story” to identifying

en-us

32:56

Episode 46: Using Financial Data for Smarter Business...

Jet Setting Wealth Advisory ·

2026/04/07

Want to make smarter business decisions with your financial data? On this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Tevia Hoalst, owner and CEO of TeKoda Accounting, for a powerful conversation on financial clarity, cash flow, and strategic decision-making for business owners. With over 15 years of experience, Tevia shares how shifting from reactive bookkeeping to proactive financial strategy can transform the way businesses operate. From understanding the critical difference

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32:15

Episode 46: Using Financial Data for Smarter Business...

Jet Setting Wealth Advisory ·

2026/04/07

Want to make smarter business decisions with your financial data?On this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Tevia Hoalst, owner and CEO of TeKoda Accounting, for a powerful conversation on financial clarity, cash flow, and strategic decision-making for business owners. With over 15 years of experience, Tevia shares how shifting from reactive bookkeeping to proactive financial strategy can transform the way businesses operate. From understanding the critical

en-us

50:47

Episode 45: Estate Planning That Actually Protects...

Jet Setting Wealth Advisory ·

2026/03/31

Do you have a plan in place if something happens to you, or are you leaving your family to figure it out in court?On today's episode of Jet Setting Wealth Advisory, David T. Yu speaks with Kristen Landon and Lauren Klein, Co-Founders of Flourish Law Group, for an important conversation on estate planning, probate, incapacity planning, and protecting your legacy. With deep experience in estate, tax, and trust planning, they explain why estate planning is not just for the ultra-wealthy and why

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51:27

Episode 45: Estate Planning That Actually Protects...

Jet Setting Wealth Advisory ·

2026/03/31

Do you have a plan in place if something happens to you, or are you leaving your family to figure it out in court? On today's episode of Jet Setting Wealth Advisory, David T. Yu speaks with Kristen Landon and Lauren Klein, Co-Founders of Flourish Law Group, for an important conversation on estate planning, probate, incapacity planning, and protecting your legacy. With deep experience in estate, tax, and trust planning, they explain why estate planning is not just for the ultra-wealthy and why every

en-us

40:41

Episode 44: Why Exceptional Service Becomes a...

Jet Setting Wealth Advisory ·

2026/02/24

How do you build a luxury brand by saying “yes” when everyone else says no?On the latest episode of Jet Setting Wealth Advisory, David speaks with Kaye Gitibin, Co-Founder and CEO of Go Rentals, for a compelling conversation on service-driven growth, leadership, and building a nationally recognized luxury brand without traditional advertising. Kaye shares his journey from immigrating to the U.S. as a teenager to co-founding Go Rentals with his brother, turning a simple family travel frustration

en-us

41:21

Episode 44: Why Exceptional Service Becomes a...

Jet Setting Wealth Advisory ·

2026/02/24

How do you build a luxury brand by saying “yes” when everyone else says no? On the latest episode of Jet Setting Wealth Advisory, David speaks with Kaye Gitibin, Co-Founder and CEO of Go Rentals, for a compelling conversation on service-driven growth, leadership, and building a nationally recognized luxury brand without traditional advertising. Kaye shares his journey from immigrating to the U.S. as a teenager to co-founding Go Rentals with his brother, turning a simple family travel frustration

en-us

26:36

Episode 43: Unlocking Growth Through Strategic...

Jet Setting Wealth Advisory ·

2026/01/06

Want to simplify your financial systems for better growth and decision-making?On this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Perry Mayer, founder of Vital Accounting Services, for an insightful conversation on small business accounting, financial clarity, and systems for long-term success. From building a firm that prioritizes financial clarity to using data and KPIs to drive growth, Perry’s journey from corporate work to entrepreneurship is filled with valuable lessons

en-us

27:16

Episode 43: Unlocking Growth Through Strategic...

Jet Setting Wealth Advisory ·

2026/01/06

Want to simplify your financial systems for better growth and decision-making? On this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Perry Mayer, founder of Vital Accounting Services, for an insightful conversation on small business accounting, financial clarity, and systems for long-term success. From building a firm that prioritizes financial clarity to using data and KPIs to drive growth, Perry’s journey from corporate work to entrepreneurship is filled with valuable lessons

en-us

4:33

Episode 42: Reflecting on a Successful Year at DTY...

Jet Setting Wealth Advisory ·

2025/12/30

In this final episode of 2025, David reflects on the milestones and memorable moments of the past year. From client appreciation events to celebrating retirements, he shares how his team at DTY Wealth Planning Solutions has focused on building strong, lasting relationships with clients. David also discusses the importance of proactive tax planning, the growing wealth transfer, and the recent educational webinars produced by the company. Looking ahead to 2026, he expresses gratitude for the trust and

en-us

4:49

Episode 42: Reflecting on a Successful Year at DTY...

Jet Setting Wealth Advisory ·

2025/12/30

In this final episode of 2025, David reflects on the milestones and memorable moments of the past year. From client appreciation events to celebrating retirements, he shares how his team at DTY Wealth Planning Solutions has focused on building strong, lasting relationships with clients. David also discusses the importance of proactive tax planning, the growing wealth transfer, and the recent educational webinars produced by the company. Looking ahead to 2026, he expresses gratitude for the trust and

en-us

37:43

Episode 41: Simplified Financial Strategies: Guiding...

Jet Setting Wealth Advisory ·

2025/12/23

Want to turn your money chaos into clarity and build a business that supports your real life? On this episode of Jet Setting Wealth Advisory, Matt Green, founder of Ledger Medial Accounting Services, shares the unconventional path that shaped his approach to business and finance. From years in Nashville’s music scene to launching his own firm back home in South Carolina, Matt breaks down how creativity, discipline, and empathy translate into smarter money decisions for entrepreneurs. He talks

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37:03

Episode 41: Simplified Financial Strategies: Guiding...

Jet Setting Wealth Advisory ·

2025/12/23

Want to turn your money chaos into clarity and build a business that supports your real life?On this episode of Jet Setting Wealth Advisory, Matt Green, founder of Ledger Medial Accounting Services, shares the unconventional path that shaped his approach to business and finance. From years in Nashville’s music scene to launching his own firm back home in South Carolina, Matt breaks down how creativity, discipline, and empathy translate into smarter money decisions for entrepreneurs. He talks

en-us

40:43

Episode 40: Lifestyle-Focused Wealth Planning for...

Jet Setting Wealth Advisory ·

2025/12/16

Design the life first—then build the money plan to match it. In this episode of Jet Setting Wealth Advisory, David speaks with Brian Evans, founder of Madrona Financial & CPAs, host of the long-running radio show Growing Your Wealth, and author of 7 Steps to a Successful Retirement. Brian shares how he evolved from public accounting to leading a billion-dollar, fully integrated advisory firm—and why real retirement success starts with a lifestyle blueprint before portfolio tweaks. From unifying

en-us

41:23

Episode 40: Lifestyle-Focused Wealth Planning for...

Jet Setting Wealth Advisory ·

2025/12/16

Design the life first—then build the money plan to match it. In this episode of Jet Setting Wealth Advisory, David speaks with Brian Evans, founder of Madrona Financial & CPAs, host of the long-running radio show Growing Your Wealth, and author of 7 Steps to a Successful Retirement. Brian shares how he evolved from public accounting to leading a billion-dollar, fully integrated advisory firm—and why real retirement success starts with a lifestyle blueprint before portfolio tweaks. From unifying

en-us

32:56

Episode 39: Transforming Accounting into a Tool for...

Jet Setting Wealth Advisory ·

2025/12/09

Want to keep more of what you earn and build a business that actually serves your life? On today's episode of Jet Setting Wealth Advisory, David speaks with Wendy Barlin, CPA—business strategist, speaker, and author. Wendy shares her immigrant-to-entrepreneur story, how she built and sold a fully remote accounting firm with strong profitability, and why she now coaches professional-service owners to reduce stress, tighten operations, and prepare for exits. The conversation cuts through hype

en-us

32:16

Episode 39: Transforming Accounting into a Tool for...

Jet Setting Wealth Advisory ·

2025/12/09

Want to keep more of what you earn and build a business that actually serves your life?On today's episode of Jet Setting Wealth Advisory, David speaks with Wendy Barlin, CPA—business strategist, speaker, and author. Wendy shares her immigrant-to-entrepreneur story, how she built and sold a fully remote accounting firm with strong profitability, and why she now coaches professional-service owners to reduce stress, tighten operations, and prepare for exits. The conversation cuts through hype

en-us

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