Jet Setting Wealth Advisory
by David T. Yu
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From 8 epsHost
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Episode 61: 72T: A Game Changer for Early Retirement
Oct 13, 2026
44m 01s
Episode 60: Navigating IRS Challenges: Tax Resolution Strategies for Business Owners
Sep 29, 2026
47m 59s
Episode 59: Passive Income Beyond the Cockpit
Sep 1, 2026
36m 41s
Episode 58: Building Long-Term Value Through Better Decisions
Aug 11, 2026
50m 38s
Episode 57: Finding the Green Lights in the Tax Code
Aug 4, 2026
43m 30s
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- 🇺🇸United States · AviationHOME#1600K to 3.8M
- 🇮🇳India · Aviation#414K to 90K
- 🇳🇬NG · Aviation#13.6K to 23K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
618K to 3.9M🎙 ~2x weekly·60 episodes·Last published 5d ago - Monthly Reach
Unique listeners across all episodes (30 days)
1.2M to 7.7M🇺🇸97%🇮🇳2%🇳🇬1% - Active Followers
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494K to 3.1M
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 10/13/26 |  Episode 61: 72T: A Game Changer for Early Retirement | Want to access your retirement savings before 59½ without the usual 10% early withdrawal penalty?On the latest episode of Jet Setting Wealth Advisory, David T. Yu speaks with Rob Townend, CPA and founder of Early Retirement Access, for an insightful conversation on Section 72(t), early retirement, and tax planning. After using the strategy himself to transition from corporate America to early retirement, Rob explains how 72(t) can allow eligible individuals to access certain retirement funds before age 59½ through a structured series of payments. He also discusses who may benefit, common mistakes, distribution requirements, tax planning opportunities, and why careful planning is essential before establishing a 72(t) strategy.Key Takeaways:→ Section 72(t) can provide penalty-free access to certain retirement funds before 59½→ Early retirement planning starts with understanding your cash-flow needs→ Distribution errors can trigger significant retroactive penalties→ Rolling old 401(k)s into an IRA may provide greater flexibility→ 72(t) can be used as both an income and tax-planning strategyMore from Robert Townend and Early Retirement Access:Website: earlyretirementaccess.comLinkedIn: linkedin.com/in/robert-townend-817a2a37/?locale=-Engage with David T. Yu:Connect on LinkedIn, Instagram, & FacebookSign up for our newsletter or book a callVisit: DTY Wealth Planning Solutions | 44m 01s | ||||||
| 9/29/26 |  Episode 60: Navigating IRS Challenges: Tax Resolution Strategies for Business Owners | Facing IRS problems can feel overwhelming, but having the right strategy can make all the difference.On the latest episode of Jet Setting Wealth Advisory, David T. Yu speaks with Hubert Johnson, tax attorney, lecturer, and founder of Guardian Tax Law, for an important conversation on IRS disputes, tax resolution, taxpayer rights, and protecting your financial future. Hubert shares his experience helping individuals and business owners navigate complex tax challenges, including IRS collections, SBA loan issues, tax liens, levies, offers in compromise, and proactive strategies to avoid costly mistakes. From understanding your options when facing tax debt to knowing when to seek professional guidance, this episode provides valuable insights into taking control of difficult tax situations.Key Takeaways:→ Tax problems require proactive strategies, not waiting until the situation escalates→ Understanding taxpayer rights can help level the playing field with the IRS→ SBA loan defaults can create unexpected penalties and financial challenges→ Offers in compromise, liens, and levies each require careful strategy→ The right professional guidance can provide clarity and a path forwardMore from Hubert Johnson and Guardian Tax Law:Website: guardiantaxlaw.comLinkedIn: linkedin.com/in/hubert-johnson-5091653aFacebook: facebook.com/guardiantaxlawInstagram: instagram.com/guardiantaxlawEngage with David T. Yu:Connect on LinkedIn, Instagram, & FacebookSign up for our newsletter or book a callVisit: DTY Wealth Planning Solutions | 47m 59s | ||||||
| 9/1/26 |  Episode 59: Passive Income Beyond the Cockpit | Want to build wealth beyond your airline paycheck and 401(k)?On the latest episode of Jet Setting Wealth Advisory, David speaks with Tait Duryea, Founder and CEO of Turbine Capital, for a practical conversation on passive income, alternative investments, tax efficiency, and building long-term wealth beyond aviation. As an airline captain, third-generation aviator, real estate investor, and co-host of the Passive Income Pilots podcast, Tait shares how pilots can think differently about income, diversification, and financial freedom. From real estate and private credit to oil and gas, depreciation, 401(k) limitations, and proactive tax planning, this episode highlights why high income alone does not guarantee financial independence.Key Takeaways:→ High income does not automatically create financial freedom→ Alternative investments can help create a “now bucket” outside of retirement accounts→ Pilots need education beyond 401(k) planning to make more informed financial decisions→ Real estate, oil, and gas investments may offer tax advantages when structured properly→ Building passive income can make flying a choice, not just a financial requirementMore from Tait Duryea and Turbine Capital:Email: [email protected]: turbinecap.comLinkedIn: linkedin.com/in/taitduryeaFacebook: facebook.com/TurbineCapInstagram: instagram.com/turbinecapitalEngage with David T. Yu:Connect on LinkedIn, Instagram, & FacebookSign up for our newsletter or book a callVisit: DTY Wealth Planning Solutions | 36m 41s | ||||||
| 8/11/26 |  Episode 58: Building Long-Term Value Through Better Decisions | Are you building a business, or just building yourself a job?On this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Kep Kepner, founder and managing partner of KepnerCPA, for a practical conversation on business advisory, strategic tax planning, exit planning, and building a company that creates long-term value. Drawing on decades of experience in sales, consulting, technology, and public accounting, Kep explains why business owners need more than compliance work and traditional tax preparation. From using financial numbers to make better decisions to creating systems, developing scalable teams, planning for exit, and strengthening the brain as a business tool, this episode highlights how entrepreneurs can move beyond owner dependence and build stronger, more valuable businesses.Key Takeaways:→ Business owners need advisors who help them make better decisions, not just prepare tax returns→ Scalable companies require systems, policies, and teams that reduce owner dependence→ Financial numbers should guide business decisions, not just satisfy compliance→ Exit planning is about value, purpose, and readiness, not just retirement→ Brain performance, creativity, and decision-making are key tools for business growthMore from Kep Kepner and KepnerCPA:Website: kepnercpa.comLinkedIn: linkedin.com/company/kepnercpaFacebook: facebook.com/KepnerCPAInstagram: instagram.com/kepnercpaEngage with David T. Yu:Connect on LinkedIn, Instagram, & FacebookSign up for our newsletter or book a callVisit: DTY Wealth Planning Solutions | 50m 38s | ||||||
| 8/4/26 | tax planningproactive strategy+5 | Edward Lyon | Excel EmpireDTY Wealth Planning Solutions+6 | — | tax codeproactive tax planning+6 | — | 43m 30s | ||
| 7/21/26 | cross-border tax planninginternational tax+5 | Vincenzo Villamena | Online Taxman | U.S. | cross-border tax planninginternational tax advisor+3 | — | 24m 52s | ||
| 7/14/26 | expat tax planningIRS obligations+3 | Vincenzo Villamena | Online Taxman | U.S. | expatstax mistakes+5 | — | 33m 03s | ||
| 7/7/26 | financial organizationolder adults+4 | Trina McWilliams | Trusted DirectionAccenture I&CP, LLC | — | financial supportaging+4 | — | 22m 33s | ||
| 6/30/26 | 1031 exchangestax-efficient investing+3 | Dave Foster | Lifetime Tax-Free Wealth: The Real Estate Investor’s Guide to the 1031 ExchangeThe 1031 Investor | — | 1031 exchangereal estate investing+3 | — | 48m 14s | ||
| 6/9/26 | private aircraft ownershiptax compliance+3 | Letisha Sailor | AvTax Advisors | — | aircraft ownershiptax deductions+3 | — | 54m 26s | ||
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| 6/2/26 | tax strategycompliance+5 | Tina Azarvand Esq. | Azarvand Tax LawIRS | Northern Mariana IslandsCommonwealth of the Northern Mariana Islands | tax strategyNorthern Mariana Islands+8 | — | 51m 45s | ||
| 5/26/26 | tax strategylegal planning+3 | Chris Papin | Papin CPAPapin Law | — | business ownerstax planning+5 | — | 40m 55s | ||
| 5/19/26 |  Episode 49: Smarter Aircraft Ownership Through Tax Strategy and Compliance | Want 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: [email protected]: 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 | 44m 01s | ||||||
| 5/4/26 |  Episode 48: Forward-Looking Tax Planning for High-Income Earners | Want 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 | 41m 15s | ||||||
| 4/14/26 |  Episode 47: Rewriting Your Money Story for Better Financial Decisions | Want 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 | 31m 46s | ||||||
| 4/7/26 |  Episode 46: Using Financial Data for Smarter Business Decisions | Want 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: [email protected] 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 | 32m 56s | ||||||
| 3/31/26 |  Episode 45: Estate Planning That Actually Protects Your Family | Do 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 | 51m 27s | ||||||
| 2/24/26 |  Episode 44: Why Exceptional Service Becomes a Long-Term Advantage | How 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 | 41m 21s | ||||||
| 1/6/26 |  Episode 43: Unlocking Growth Through Strategic Financial Decisions | Want 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: [email protected]: 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 | 27m 16s | ||||||
| 12/30/25 |  Episode 42: Reflecting on a Successful Year at DTY Wealth Planning Solutions | In 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 | 4m 33s | ||||||
| 12/23/25 |  Episode 41: Simplified Financial Strategies: Guiding Entrepreneurs Towards Success | 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 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: [email protected]: 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 | 37m 43s | ||||||
| 12/16/25 |  Episode 40: Lifestyle-Focused Wealth Planning for Meaningful Retirement | 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 tax, estate, business, and investment decisions to demystifying Delaware Statutory Trusts (DSTs) for longtime landlords, Brian offers a clear, practical playbook for turning experience into lasting prosperity. Key Takeaways: → Start with a lifestyle blueprint; back into assets, cash flow, and timelines. → Getting tax, estate, investment, and real estate voices in the same room → Consider 1031s into DSTs to keep income and time while deferring tax → Risk is felt more on the downside; calibrate portfolios to your true loss tolerance → Build the plan 5–10 years early, then reverse-engineer the path to your ideal next decade More from Brian Evans and Madrona Financial & CPAs: Website: madronafinancial.com LinkedIn: linkedin.com/in/brianevanscpapfs Facebook: facebook.com/MadronaFinancial 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 | 41m 23s | ||||||
| 12/9/25 |  Episode 39: Transforming Accounting into a Tool for Entrepreneurial Success | 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 (including AI fears) to the basics that move the needle: meticulous record keeping, smart deductions, clean books, and systems that make you scalable and sellable—plus practical insights on using advisors, stabilizing revenue, and clarifying your personal definition of success. Key Takeaways: → Importance of record keeping: track every dollar, keep receipts, and stay audit-ready → Don’t chase only top-line; manage expenses and systems to maximize what you keep → Use the right advisors at the right time (CPA vs. EA vs. tax attorney) → To sell: show consistent revenue, documented processes, and a team that runs without you → Define success, hire for gaps, and let systems buy back your time More from Wendy Barlin: Email: [email protected] Website: wendybarlin.com LinkedIn: linkedin.com/in/wendybarlin Instagram: instagram.com/wendybarlincpa 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 | 32m 56s | ||||||
| 12/2/25 |  Episode 38: Tax Clarity Without the Panic: RSUs, Withholding, and Timing | 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. The conversation expands to ISOs and AMT timing, entity choices for business owners, and why women increasingly leading household finances benefit from jargon-free guidance and year-round planning. Key Takeaways: → RSUs often withhold at 22% while your actual bracket may be higher → Track your basis at vesting so you don’t get taxed twice when you sell → Time ISO exercises with AMT in mind and your full income picture → Proactive, year-round planning beats last-minute filings for stress and penalty avoidance → Separate business and personal accounts to strengthen deductions and clean books More from Ariel Haughton/Barry Kaufman and Goldstein Tax Advisors:Email: [email protected]: goldsteintaxadvisors.comLinkedIn: linkedin.com/in/ariel-haughton 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 | 37m 46s | ||||||
| 11/25/25 |  Episode 37: Building Success Through Relationships and Personalized Solutions | 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 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: [email protected] 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 | 35m 23s | ||||||
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Chart history for Jet Setting Wealth Advisory
Peaked at #1 in United States, top 10 in 4 of 6 tracked markets, currently #1 in United States.
| Market | Genre | Peak | Current | Trend |
|---|---|---|---|---|
| United States | — | #1 | #1 | — |
| NG | — | #1 | #1 | — |
| United States | — | #4 | #4 | — |
| India | — | #4 | #4 | — |
| NG | — | #12 | #12 | — |
| India | — | #99 | #99 | — |
Chart Positions
6 placements across 3 markets.
Chart Positions
6 placements across 3 markets.