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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

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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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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,

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