Podcast
Jet Setting Wealth Advisory
Hosted by David T. Yu · EN
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 challenges of wealth building, tax planning, and retirement preparation in this new global environment.
Buckle up as David brings in aviation all-stars, including Aviation Medical Examiners, specialized CPAs, and Aviation & Tax Attorneys, sharing their personal and professional experiences. Jet Setting Wealth Advisory is more than a podcast; it’s an enlightening flight through the fiscal skies, blending personal stories with expert financial advice.
Ready for takeoff? Join us on this enlightening voyage where financial empowerment soars beyond the clouds. Jet Setting Wealth Advisory
26episodes
Episodes
Newest firstAll episodes
Episode 50: Bridging Tax, Legal, and Financial Strategy for Business Owners
2w ago00:40:15Tap to summarizeWant to stop treating your business, taxes, and legal planning like separate conversations? On this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Chris Papin, founder of Papin CPA and Papin Law, about why business owners struggle when tax, legal, insurance, and financial planning are handled in silos. Chris shares how his dual background as both a CPA and an attorney allows him to serve as a “quarterback” for business owners who need help translating complex financial decisions into coordinated action. From audit-proofing your books and avoiding common tax pitfalls to aligning business cash flow with personal wealth and estate planning, this episode highlights how small gaps in coordination can create very expensive problems. Key Takeaways:→ Business owners often understand their business but not how financial statements truly work→ Audit-proofing your books is about discipline, separation, and how you treat your business → Debt decisions, spending habits, and cash flow timing can quietly derail long-term goals→ The biggest financial mistakes often come from lack of coordination between advisors→ The right professional should act as a translator and facilitator, not just a technician More from Chris Papin and Papin CPA: Email: chris@papincpa.com Website: papincpa.comLinkedIn: linkedin.com/in/chrispapinFacebook: https://www.facebook.com/PapinCPA Engage with David T. Yu: Connect on LinkedIn, Instagram, & Facebook Sign up for our newsletter or book a call Visit: DTY Wealth Planning Solutions Learn more about your ad choices. Visit megaphone.fm/adchoices
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Episode 49: Smarter Aircraft Ownership Through Tax Strategy and Compliance
3w ago00:43:20Tap to summarizeWant to avoid costly tax mistakes with your aircraft ownership?On the latest Jet Setting Wealth Advisory, David T. Yu speaks with Ryan DeMoor, Head of Aviation Tax at MySky, for an in-depth conversation about aviation tax strategy, compliance, and the critical mistakes aircraft owners and operators often make. Ryan shares how his unique background as both an airline pilot and aviation tax expert gives him rare insight into the challenges flight departments, executives, and owners face when trying to balance business use, personal use, and IRS requirements. From bonus depreciation and Qualified Business Use tests to SIFL, entertainment disallowance, and the role of automation and AI in aviation finance, this episode breaks down the complex tax rules that can create massive financial consequences if misunderstood.Key Takeaways:→ Bonus depreciation only works if strict Qualified Business Use rules are met every year→ Failing QBU tests can trigger painful tax recapture years later→ Personal vs. business flight classification must be documented contemporaneously→ SIFL and entertainment disallowance directly impact executives and company deductions→ Automation and software are transforming how flight departments stay compliant and cost-efficient More from Ryan DeMoor and MySky:Email: Ryan@MySky.comWebsite: mysky.comLinkedIn: linkedin.com/in/ryan-demoor-cam-mba Engage with David T. Yu:Connect on LinkedIn, Instagram, & Facebook Sign up for our newsletter or book a call Visit: DTY Wealth Planning Solutions Learn more about your ad choices. Visit megaphone.fm/adchoices
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Episode 48: Forward-Looking Tax Planning for High-Income Earners
May 400:40:35Tap to summarizeWant 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 shaped his approach to financial planning, risk management, and tax mitigation. From business owners and high-income W2 earners to aviation professionals, this episode highlights the importance of planning ahead, assembling the right team, and looking beyond traditional tax reporting. Key Takeaways: → Tax planning should be forward-looking, not just year-end reporting → High-income earners often have more tax options than they realize → The right advisory team can uncover overlooked planning opportunities → Alternative strategies may help reduce tax liability when properly structured → Failing to plan often leads to expensive missed opportunities More from Robert Keller and Edward Lyon: Website: excelempire.com Website: edwardalyon.com LinkedIn: linkedin.com/in/robert-keller-28a2742a4 LinkedIn: linkedin.com/in/edward-lyon-7a9168 Engage with David T. Yu: Connect on LinkedIn, Instagram, & Facebook Sign up for our newsletter or book a call! Visit: DTY Wealth Planning Solutions Learn more about your ad choices. Visit megaphone.fm/adchoices
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Episode 47: Rewriting Your Money Story for Better Financial Decisions
Apr 1400:31:06Tap to summarizeWant 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 hidden triggers and shifting from scarcity to abundance, this episode highlights how self-awareness can lead to better financial decisions and a more confident future. Key Takeaways: → Money decisions are driven more by emotion than logic → Your “money story” is shaped early through family experiences → Financial anxiety can exist regardless of wealth level → Awareness is the first step to changing your relationship with money → Open, intentional conversations can transform financial outcomes More from Tari K. Vickery and Life Matters Financial Group: Website: lifemattersfinancialgroup.com Website: tarikvickeryauthor.com LinkedIn: linkedin.com/in/tari-k-vickery-09027a2 Facebook: facebook.com/profile.php?id=61561349842621 Instagram: instagram.com/tarikvickeryauthor Engage with David T. Yu: Connect on LinkedIn, Instagram, & Facebook Sign up for our newsletter or book a call! Visit: DTY Wealth Planning Solutions Learn more about your ad choices. Visit megaphone.fm/adchoices
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Episode 46: Using Financial Data for Smarter Business Decisions
Apr 700:32:15Tap to summarizeWant 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 between profit and cash flow to using real-time data for better decisions, this episode highlights how financial systems, mindset, and high-touch service can drive sustainable growth. Key Takeaways: → Profit and cash flow are not the same, and both must be tracked → Financial data reduces risk and improves decision-making → Growth requires planning because scaling is expensive → Using financials strategically beats simply tracking numbers → High-touch, proactive accounting creates stronger business outcomes More from Tevia Hoalst and TeKoda Accounting: Email: Tevia@TeKodaAccounting.com Website: tekodaaccounting.com LinkedIn: linkedin.com/in/tevia-hoalst Facebook: facebook.com/TeKodaAccounting Instagram: instagram.com/tekodaaccounting Engage with David T. Yu: Connect on LinkedIn, Instagram, & Facebook Sign up for our newsletter or book a call! Visit: DTY Wealth Planning Solutions Learn more about your ad choices. Visit megaphone.fm/adchoices
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Episode 45: Estate Planning That Actually Protects Your Family
Mar 3100:50:47Tap to summarizeDo 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 adult should have key legal documents in place. From wills and trusts to powers of attorney and probate avoidance, Kristen and Lauren break down complex legal concepts in a practical, easy-to-understand way that helps families plan ahead with confidence. Key Takeaways: → Estate planning is important for adults of all wealth levels, not just the ultra-wealthy. → A will alone does not avoid probate and may still require court involvement. → Trusts can help avoid probate, protect assets, and create better long-term outcomes → Incapacity planning is just as important as planning for death. → Proper titling and beneficiary designations are essential for an estate plan to actually work. More from Lauren/Kristen & Flourish Law Group: Website: flourishlawgroup.com LinkedIn (Lauren): linkedin.com/in/lauren-a-klein-esq-ll-m-a39a5a35 LinkedIn (Kristen): linkedin.com/in/kristen-landon-esq-77a678107 Facebook: facebook.com/lawyerlaurenklein Instagram: instagram.com/flourishlawgroup: Engage with David T. Yu: Connect on LinkedIn, Instagram, & Facebook Sign up for our newsletter or book a call! Visit: DTY Wealth Planning Solutions Learn more about your ad choices. Visit megaphone.fm/adchoices
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Episode 44: Why Exceptional Service Becomes a Long-Term Advantage
Feb 2400:40:41Tap to summarizeHow 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 into a hospitality-first company serving ultra-high-net-worth travelers. From guaranteeing exact vehicles and plane-side delivery to training teams on etiquette, presence, and service excellence, Kaye explains how culture, consistency, and relationships have fueled three decades of growth across market cycles. Key Takeaways: → Exceptional service is the true differentiator in competitive industries→ Time, not money, is the most valuable asset for high-net-worth clients→ Culture and training must scale before growth does→ Strong relationships outperform advertising over the long term→ Saying “yes” creates loyalty, trust, and unforgettable experiences More from Kaye Gitibin and Go Rentals: Website: gorentals.comLinkedIn: linkedin.com/in/kaye-gitibin-60318354Facebook: facebook.com/gorentalsusaInstagram: instagram.com/gorentals/?hl=en Engage with David T. Yu: Connect on LinkedIn, Instagram, & Facebook Sign up for our newsletter or book a call! Visit: DTY Wealth Planning Solutions Learn more about your ad choices. Visit megaphone.fm/adchoices
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Episode 43: Unlocking Growth Through Strategic Financial Decisions
Jan 600:26:36Tap to summarizeWant 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. His approach combines strong technical expertise with practical strategies, helping business owners simplify their financial systems and make better decisions. Key Takeaways: → Clear financial systems drive business health and growth.→ Fractional CFOs provide scalable expertise for small businesses.→ Proactive planning helps avoid costly mistakes.→ Bookkeeping is key to understanding your financial impact.→ Technology enhances process efficiency and decision-making. More from Perry Mayer and Vital Accounting Services: Email: perry@vitalacct.comWebsite: vitalacct.comLinkedIn: linkedin.com/in/perry-mayer-cpaFacebook: facebook.com/profile.php?id=100088494293372Instagram: instagram.com/vital_accounting Engage with David T. Yu: Connect on LinkedIn, Instagram, & Facebook Sign up for our newsletter or book a call! Visit: DTY Wealth Planning Solutions Learn more about your ad choices. Visit megaphone.fm/adchoices
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Episode 42: Reflecting on a Successful Year at DTY Wealth Planning Solutions
Dec 3000:03:52Tap to summarizeIn 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 loyalty of clients and partners, as well as the rewarding experiences shared throughout the year. Engage with David T. Yu: Connect on LinkedIn, Instagram, & Facebook Sign up for our newsletter or book a call! Visit: DTY Wealth Planning Solutions Learn more about your ad choices. Visit megaphone.fm/adchoices
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Episode 41: Simplified Financial Strategies: Guiding Entrepreneurs Towards Success
Dec 2300:37:03Tap to summarizeWant 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 through the financial mistakes he sees most often, the systems that help owners finally feel in control, and why simplifying your numbers is the fastest route to growth, profit, and peace of mind.Key Takeaways: → Your background shapes how you run your business → Financial clarity starts with simple systems you’ll actually maintain → Many tax problems come from avoidable habits, not complex rules → Advisory isn’t just numbers; it’s decision-making, confidence, and peace of mind → Better books = better strategy, fewer surprises, and more profit More from Matt Green and Ledger Medial Accounting Services:Email: matt@ledgermedial.comWebsite: ledgermedial.comLinkedIn: linkedin.com/in/greenmlFacebook: facebook.com/ledgermedialInstagram: instagram.com/ledgermedial Engage with David T. Yu: Connect on LinkedIn, Instagram, & Facebook Sign up for our newsletter or book a call! Visit: DTY Wealth Planning Solutions Learn more about your ad choices. Visit megaphone.fm/adchoices
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