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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

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

45 results

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