x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

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

54:33

Challenging Traditional Financial Advice Through...

Jet Setting Wealth Advisory ·

2024/12/17

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 (UN)conventional Wealth podcast, Dan shares his unique approach to achieving financial certainty, navigating risks, and optimizing wealth for small business owners. From debunking myths about financial

en

54:41

Federal Spending Reforms to Eliminate Inefficiencies...

Jet Setting Wealth Advisory ·

2024/12/17

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 United States. With over 40 years of executive experience spanning the public, private, and nonprofit

en

54:33

Challenging Traditional Financial Advice Through...

Jet Setting Wealth Advisory ·

2024/12/10

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 risks, and optimizing wealth for small business owners. From debunking myths about financial success to

en

74:14

Episode: Navigating the IRS Examination Process: A...

Jet Setting Wealth Advisory ·

2024/12/03

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 IRS disputes to creative tax planning for businesses and high-net-worth individuals. With insights

en

37:00

Episode: Building Wealth Safely: Investment...

Jet Setting Wealth Advisory ·

2024/11/26

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 conversation, Suzanne dives deep into actionable strategies for wealth building, tax optimization, and

en

45:12

Episode: Community Involvement in Real Estate: A...

Jet Setting Wealth Advisory ·

2024/11/19

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 Realtors Commercial Board, emphasizing the importance of confidence, community involvement, and continuous

en

54:43

Episode: Overcoming Obstacles: Modernizing the IRS...

Jet Setting Wealth Advisory ·

2024/11/12

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 cautions that while the IRS is set to receive a substantial budget over the next decade, the benefits of these

en

29:51

Episode : Influencer Partnerships: A Path to...

Jet Setting Wealth Advisory ·

2024/11/05

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 steer clear of debt and remain vigilant about tax efficiencies and regulations, particularly in the

en

40:50

Episode: Mitigating Audit Risks: Structuring Multiple...

Jet Setting Wealth Advisory ·

2024/10/29

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 experiences shape business decisions, underscoring the significance of understanding price psychology and

en

33:38

Episode: Personalized Tax-Saving Strategies:...

Jet Setting Wealth Advisory ·

2024/10/08

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 in wealth management. Suzanne advocates for entrepreneurs to surround themselves with successful

en

46:05

Episode: Protecting Airmen Rights: Expert Legal...

Jet Setting Wealth Advisory ·

2024/10/01

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 passion for aviation law, sparked during his early studies and work with turbine engine manufacturers,

en

40:11

Episode: Virtual Transactions Revolutionizing Luxury...

Jet Setting Wealth Advisory ·

2024/09/17

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. Morales emphasizes the importance of seamless brokerage services and cultivating strong client

en

34:08

Ep 03: Achieving Stability and Success Through...

Jet Setting Wealth Advisory ·

2024/09/03

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 organizations and scholarship funds in the past. She emphasizes her current work in the entertainment

en

33:15

Ep 02: Strategic Aircraft Ownership Tax Planning:...

Jet Setting Wealth Advisory ·

2024/08/27

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 father. McCarter's main focus is on aiding business owners in maximizing income tax benefits from aircraft

en

25:48

Ep 01: Aviation Safety: Medical Expert Insights

Jet Setting Wealth Advisory ·

2024/08/20

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 and regular exercise to prevent conditions like high blood pressure and diabetes, which are crucial for

en

0:34

Trailer: Jet Setting Wealth Advisory

Jet Setting Wealth Advisory ·

2024/08/19

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

en

36 results

Similar Podcasts

Expres Ráno

Expres FM

詭哭郎嚎

郎祖筠 & FMTaiwan製作團隊

Ron en Erik Podcast

Ron en Erik

Poor Man"s Pinball Podcast

Poor Men Ian and Drew

WeAreChange on Odysee

WeAreChange