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.
43episodes
Episodes
Newest firstAll episodes
Episode 37: Building Success Through Relationships and Personalized Solutions
Nov 2500:34:43Tap to summarizeWhat 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 Optima’s 85% retention rate, how she uses AI to empower—not replace—her people, and why kindness, mentorship, and culture are the ultimate competitive edge in business. Key Takeaways: → How being fired weeks before her wedding inspired her to launch a multimillion-dollar firm → Why culture, kindness, and flexibility are the ultimate competitive advantage in business → How to use automation and AI to enhance—not replace—human expertise → The essential financial metrics every growing business should track for stability and scale → Why authentic leadership and mentorship create lasting loyalty and long-term success More from Jennifer Barnes and Optima Office: Email: jennifer@optimaoffice.com Website: optimaoffice.com LinkedIn: linkedin.com/in/jennifer-barnes-mba Facebook: facebook.com/OptimaOffice Instagram: https://www.instagram.com/optimaoffice 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 36: Uncovering Fraud: The Power of Forensic Accounting
Nov 1800:29:46Tap to summarizeAre 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 errors, Jeff shares practical advice for entrepreneurs who want to protect their profits, strengthen internal controls, and understand the true value of their business. Key Takeaways:→ Why most financial frauds persist—and how simple oversight could have stopped them → How to use “forensic thinking” to identify hidden risks, even when your books seem clean → The difference between fair market and strategic value→ How owners can prevent losses with proactive internal controls → Why skepticism, not trust, is a business owner’s best defense against fraud More from Jeff Neumeister: Email: Jeff.Neumeister@kellypartners.comWebsite: https://www.kellypartners.com/LinkedIn: https://www.linkedin.com/in/forensicacctFacebook: facebook.com/neumeistercpaInstagram: instagram.com/neumeistercpa/ 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 35: Enhancing Flight Safety through Innovative Solutions
Nov 1100:47:44Tap to summarizeWhat 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 and why peer support and weather cameras save lives. Key Takeaways:→ PBN/NextGen: shorter routes, lower emissions, higher throughput, safer ops→ TERPS vs. PANS-OPS: obstacle data drives your minimums→ Advanced RNP + guided visuals: straighter lines, lower mins, safer GA→ Helicopter IFR/ZK routes: 3D paths, safer missed approaches, broader access→ Proven safety enablers: weather cameras, peer support, and AAM/vertiport readiness More from Chris Baur and Hughes Aerospace Corporation: Website: hughesaerospace.comLinkedIn: www.linkedin.com/in/chrisbaurFacebook: www.facebook.com/HUGHESNEXTGENTwitter (X): x.com/hughesaerospace 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 16: Own A Money-Making Machine: Revolutionize Your Business Growth with Finances
Feb 4, 202500:24:16Tap to summarizeWhen 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 transformation expert. Patricia's expertise lies in unraveling financial inefficiencies and guiding entrepreneurs toward enhanced cash flow and profitability. Drawing inspiration from her family's jewelry business, Patricia brings a unique perspective to the world of finance, shedding light on the importance of understanding financial statements to drive business success.Key Takeaways:→ Dive into your revenue drivers to optimize cash flow and profitability.→ Tailor financial strategies based on individual business goals and aspirations.→ Overcome the fear of numbers by deeply understanding financial reports.→ Transform your business into a well-oiled machine by making data-driven decisions.→ Achieve financial independence and success by aligning business growth with personal goals.More from Patricia Santayana:Patricia Santayana, CPA, is Delphi Advisory Services's president, specializing in helping entrepreneurs unlock their business potential. With a focus on financial assessment and strategic planning, Patricia empowers business owners to take control of their finances and achieve long-term success.Connect with Patricia:Free Download: https://www.delphiadvisoryservices.com/partsEmail: patricia@delphiadvisoryservices.comEngage with David T. Yu:Connect on LinkedIn, Instagram, & FacebookSign 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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Tax Strategies Every Aircraft Owner Needs to Know
Jan 28, 202500:34:31Tap to summarizeHave 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 integrate aviation into your business planning. Harry also discusses highlights from his article, Making the Most of Your Aircraft Asset, and shares actionable tips for new and seasoned aircraft owners alike.Key Takeaways:→The benefits and pitfalls of aircraft leasebacks for flight schools.→ How to navigate IRS passive loss rules for aviation assets.→ Strategies for maximizing tax benefits through bonus and regular depreciation.→ The hidden costs of aircraft ownership and how to plan for them.→ Why comprehensive pre-purchase inspections and proper financial planning are essential.More from Harry Daniels Jr.:Read: "Making the Most of Your Aircraft Asset" in Planes and Pilot Magazine.LinkedIn: Harry Daniels Jr.Instagram: @DuganJoinerCPAEngage with David T. Yu:Connect on LinkedIn, Instagram, & FacebookSign 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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Federal Spending Reforms to Eliminate Inefficiencies with the Honorable David M. Walker
Dec 17, 202400:54:41Tap to summarizeHow 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 sectors, Walker shares his insights on transforming government efficiency, strategic fiscal reform’s importance, and actionable financial preparedness strategies. Drawing from his latest book, America in 2040: Still a Superpower?, he dives into the challenges facing the U.S. economy, the role of government accountability, and how individuals can safeguard their financial futures amidst growing fiscal pressures.Key Takeaways:→ The U.S. is on an unsustainable fiscal path, and immediate action is required to address rising debt and interest expenses.→ Government transformation must focus on outcomes, with streamlined operations and a clear national strategic plan.→ The private sector can play a key role in reform, but public-private partnerships must balance innovation with public accountability.→ Young leaders must engage in the conversation and push for responsible fiscal policies to avoid mortgaging their futures.→ Personal financial preparedness is essential, with strategies like tax efficiency, private pensions, and diversified income sources critical for retirement security.More from David M. Walker and the Federal Fiscal Sustainability Foundation: Visit AmericaIn2040.com to explore David Walker’s work, latest op-eds, and resources. Check out his book America in 2040: Still a Superpower? which is now available for insights on preparing for economic challenges. Engage with David T. Yu:Connect on LinkedIn, Instagram, & FacebookSign 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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Challenging Traditional Financial Advice Through Rigging the Game with Dan Nicholson
Dec 17, 202400:54:33Tap to summarizeAre 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 success to explaining how to leverage "solvable problems," this episode is packed with insights that challenge traditional financial wisdom.Key Takeaways:→ The importance of creating and following your personal "money rules" for financial success.→ Why defining your "solvable problem" is essential for aligning wealth with life goals.→ How understanding risk and leveraging asymmetric opportunities can optimize financial outcomes.→ The critical distinction between maximizing and optimizing wealth strategies for entrepreneurs.→ How innovative tax strategies, such as sovereign tax credits, drastically reduce tax liabilities.More from Dan Nicholson and Nth Degree CPA:Website: Nth Degree CPAsListen: (UN)Conventional Wealth PodcastRead: Rigging the Game: How to Achieve Financial Certainty, Navigate Risk and Make Money on Your Own TermsEngage with David T. Yu:Connect on LinkedIn, Instagram, & FacebookSign 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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Challenging Traditional Financial Advice Through Rigging the Game with Dan Nicholson
Dec 10, 202400:54:33Tap to summarizeAre 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 explaining how to leverage "solvable problems," this episode is packed with insights that challenge traditional financial wisdom.Key Takeaways:→ The importance of creating and following your personal "money rules" for financial success.→ Why defining your "solvable problem" is essential for aligning wealth with life goals.→ How understanding risk and leveraging asymmetric opportunities can optimize financial outcomes.→ The critical distinction between maximizing and optimizing wealth strategies for entrepreneurs.→ How innovative tax strategies, such as sovereign tax credits, drastically reduce tax liabilities.More from Dan Nicholson and Nth Degree CPA:Website: Nth Degree CPAsListen: (UN)Conventional Wealth PodcastRead: Rigging the Game: How to Achieve Financial Certainty, Navigate Risk and Make Money on Your Own TermsEngage with David T. Yu:Connect on LinkedIn, Instagram, & FacebookSign 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: Navigating the IRS Examination Process: A Guide for Taxpayers
Dec 3, 202401:14:14Tap to summarizeEver 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 drawn from his work in the public and private sectors, Michael offers actionable advice on managing IRS audits, understanding policy changes, and protecting your financial future.Key Takeaways:→ How preparation can shield you from IRS penalties.→ Why consulting with advisors helps you adapt to evolving tax laws and keeps your finances stress-free.→ The secret to staying ahead of IRS scrutiny.→ Why you should pay attention to legislative changes.→ How innovative strategies, such as using the Cohan Rule, can turn seemingly dire situations into opportunities for success.More from Michael Kramarz and Kaufman Rossin:Website: http://www.kaufmanrossin.com/LinkedIn: https://www.linkedin.com/in/michael-kramarz/Instagram, Facebook, YouTube: @kaufmanrossinEngage with David T. Yu:Connect on LinkedIn, Instagram, & FacebookSign 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: Building Wealth Safely: Investment Diversification for High Net-Worth Entrepreneurs
Nov 26, 202400:37:00Tap to summarizeAre 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 creating a profitable business, drawing on her extensive experience with seven- and eight-figure entrepreneurs and top firms like Arthur Andersen and KPMG. She also shares insights from her podcast, Profit Talk, and the systems that have changed the financial trajectory of countless businesses.Key Takeaways:→ Learn ways to ensure profitability from the start.→ How to identify and cut unnecessary costs to maximize your cash flow.→ Discover how to hire family members, implement 401(k) vesting schedules, and use tax-efficient investments to build generational wealth.→ Why create automated systems to save and invest regularly, even during uncertain market conditions.→ Way to reinforce financial accountability and focus on high-ROI reinvestments.More from Suzanne Mariga and the Mariga Group:Website: https://marigagroup.com/Listen: The Profit TalkRead: Profit First For Minority Business EnterprisesLinkedIn: @susannemariga Instagram: @susanne.marigaEngage with David T. Yu:Connect on LinkedIn, Instagram, & FacebookSign 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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