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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

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

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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

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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

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37:06

Episode 38: Tax Clarity Without the Panic: RSUs,...

Jet Setting Wealth Advisory ·

2025/12/02

Are your RSUs and year-end taxes about to surprise you—or are you planning now to keep more of what you earn?In this episode of Jet Setting Wealth Advisory, David sits down with Ariel Haughton, Senior Tax Specialist at Goldstein Tax Advisors, and returning guest Barry Kaufman for a clear, candid walkthrough of equity compensation and proactive tax strategy. Ariel explains how RSUs actually hit your paycheck, what “grant” and “vesting” really mean, and the simple habits that prevent April shocks

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34:43

Episode 37: Building Success Through Relationships...

Jet Setting Wealth Advisory ·

2025/11/25

What if getting fired was the best thing that ever happened to you—and became the spark for building a multimillion-dollar company? In today's episode of Jet Setting Wealth Advisory, David talks with Jennifer Barnes, CEO and Founder of Optima Office, about turning setbacks into strength. Jennifer shares how losing her job led her to launch one of San Diego’s fastest-growing outsourced accounting and HR firms, now topping $14 million in revenue. She reveals the leadership principles that fuel

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29:46

Episode 36: Uncovering Fraud: The Power of Forensic...

Jet Setting Wealth Advisory ·

2025/11/18

Are you confident that your business's finances are truly secure?In this episode of Jet Setting Wealth Advisory, host David T. Yu sits down with Jeff Neumeister, Managing Partner at Kelly+Partners Advisory Services, to discuss the art and science of forensic accounting. Jeff explains how most financial frauds are preventable, why even companies with accountants can still be vulnerable, and how a forensic mindset helps uncover risks before they become disasters. From fake vendors to overlooked tax

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47:44

Episode 35: Enhancing Flight Safety through...

Jet Setting Wealth Advisory ·

2025/11/11

What happens when a 787 captain, helicopter rescue pilot, and airspace designer reimagines how we move through the sky?In this episode, David speaks with Chris Baur, President & CEO of Hughes Aerospace and active Boeing 787 captain. Chris unpacks how performance-based navigation (PBN), advanced RNP, and helicopter IFR open safer, smarter routes—plus what it takes to integrate eVTOLs and UAS into everyday airspace. He also shares lessons from leading the longest helicopter oceanic rescue on record

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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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