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Estimated from 2 chart positions in 2 markets.
By chart position
- 🇺🇸US · Aviation#1925K to 30K
- 🇵🇱PL · Aviation#713K to 10K
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Est. listeners per new episode within ~30 days
2.4K to 12K🎙 Daily cadence·48 episodes·Last published today - Monthly Reach
Unique listeners across all episodes (30 days)
8K to 40K🇺🇸75%🇵🇱25% - Active Followers
Loyal subscribers who consistently listen
3.2K to 16K
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On the show
Recent episodes
Episode 53: How 1031 Exchanges Preserve Wealth and Defer Taxes
Jun 30, 2026
47m 34s
Episode 52: Navigating Private Aircraft Ownership and Tax Compliance
Jun 9, 2026
53m 46s
Episode 51: Tax Strategy and Compliance in the Northern Mariana Islands
Jun 2, 2026
51m 05s
Episode 50: Bridging Tax, Legal, and Financial Strategy for Business Owners
May 26, 2026
40m 15s
Episode 49: Smarter Aircraft Ownership Through Tax Strategy and Compliance
May 19, 2026
43m 20s
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| Date | Episode | Description | Length | ||||||
|---|---|---|---|---|---|---|---|---|---|
| 6/30/26 |  Episode 53: How 1031 Exchanges Preserve Wealth and Defer Taxes | Want more flexibility when selling an investment property? On this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Dave Foster, founder of The 1031 Investor and a qualified intermediary for 1031 exchanges, for a practical conversation on tax-efficient real estate investing. Dave shares how 1031 exchanges, Section 121 primary residence planning, partial exchanges, and Delaware statutory trusts can help investors defer capital gains taxes and reposition their portfolios with greater flexibility. As the author of Lifetime Tax-Free Wealth: The Real Estate Investor’s Guide to the 1031 Exchange, Dave explains why thoughtful planning must begin before a property is listed and how the right strategy can help investors preserve more capital for future opportunities. Key Takeaways: → Start planning before a property sale to meet 1031 deadlines→ A qualified intermediary is required to complete a 1031 exchange→ Section 121 and 1031 planning can work together in certain situations→ Partial exchanges can create flexibility while deferring part of the gain→ Replacement property must be investment real estate and meet reinvestment rules More from Dave Foster and The 1031 Investor: Website: the1031investor.comLinkedIn: linkedin.com/in/davefoster1031Facebook: facebook.com/the1031investorYouTube: youtube.com/c/The1031Investor 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 | 47m 34s | ||||||
| 6/9/26 |  Episode 52: Navigating Private Aircraft Ownership and Tax Compliance | Want to understand the tax and compliance issues before buying an aircraft? On this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Letisha Sailor, founder of AvTax Advisors, for a practical conversation on aviation tax law, aircraft ownership, FAA compliance, and IRS audit risk. With more than 20 years of experience in aviation tax and accounting, Letisha explains why aircraft ownership requires more than simply choosing the right plane. From structuring ownership correctly to documenting business use, managing state tax exposure, and preparing for potential audits, this episode highlights the importance of proactive planning before the purchase ever happens. Key Takeaways: → Aircraft ownership requires planning before purchase→ Tax deductions depend on proper documentation and business use→ Ownership structure must balance tax efficiency and FAA compliance→ State sales and use tax can create unexpected costs→ Proactive review can reduce audit risk and compliance issues More from Letisha Sailor and AvTax Advisors: Website: avtaxadvisors.comLinkedIn: linkedin.com/in/letishasailorInstagram: instagram.com/avtaxadvisors/?igsh=YzZlaTRremhhYzR1# 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 | 53m 46s | ||||||
| 6/2/26 |  Episode 51: Tax Strategy and Compliance in the Northern Mariana Islands | Thinking about relocating for tax reasons? It’s not as simple as counting days on a calendar. On this week's Jet Setting Wealth Advisory, David T. Yu speaks with Tina Azarvand Esq., Managing Partner of Azarvand Tax Law, about the little-known tax structure of the Commonwealth of the Northern Mariana Islands and why residency, domicile, and intent matter far more than most people realize. Tina explains how CNMI source income can qualify for significant local tax rebates, why there is no federal income tax filing for qualifying residents, and how the IRS evaluates whether someone truly moved versus simply trying to claim a new address. From the 183-day misconception to how your daily life, family ties, and documentation determine your tax reality, this episode highlights the complexity behind relocation-based tax strategies. Key Takeaways:→ CNMI source income may qualify for local tax rebates under the territory’s tax system→ Qualifying residents file locally, not federally, when requirements are properly met→ The 183-day rule is only one small part of proving residency and domicile→ The IRS evaluates intent through lifestyle, documentation, and personal ties→ Relocation tax strategies require planning, structure, and proof More from Tina Azarvand and Azarvand Tax Law: Email: tina@azarvandtaxlaw.comWebsite: azarvandtaxlaw.comLinkedIn: linkedin.com/in/tinaazarvandFacebook: facebook.com/azarvandtaxlawInstagram: instagram.com/azarvandtaxlaw 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 05s | ||||||
| 5/26/26 |  Episode 50: Bridging Tax, Legal, and Financial Strategy for Business Owners | Want 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 | 40m 15s | ||||||
| 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: 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 | 43m 20s | ||||||
| 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 | 40m 35s | ||||||
| 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 06s | ||||||
| 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: 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 | 32m 15s | ||||||
| 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 | 50m 47s | ||||||
| 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 | 40m 41s | ||||||
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| 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: 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 | 26m 36s | ||||||
| 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 | 3m 52s | ||||||
| 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: 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 | 37m 03s | ||||||
| 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 | 40m 43s | ||||||
| 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: wendy@wendybarlin.com 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 16s | ||||||
| 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: tax@goldsteintaxadvisors.comWebsite: 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 06s | ||||||
| 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: 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 | 34m 43s | ||||||
| 11/18/25 |  Episode 36: Uncovering Fraud: The Power of Forensic Accounting | 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 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 | 29m 46s | ||||||
| 11/11/25 |  Episode 35: Enhancing Flight Safety through Innovative Solutions | 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 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 | 47m 44s | ||||||
| 10/28/25 |  Episode 34: Turning Financial Blind Spots into Strategic Opportunities | 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 actionable strategies for S Corp elections, retirement plans, and business entity structuring. Key Takeaways:→ Why regular advisory CPA meetings transform small business decision-making.→ How strategic tax planning impacts profitability and cash flow.→ The importance of structuring business entities correctly for maximum benefits.→ Creating a holistic financial strategy that integrates personal and business goals.→ Practical examples of resolving accounting discrepancies and improving long-term business outcomes. More from Borbala Banto and Concierge CPAs: Website: https://conciergecpas.com/LinkedIn: https://www.linkedin.com/in/borbalabanto/Facebook: https://www.facebook.com/ConciergeCPAs 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 | 36m 03s | ||||||
| 10/21/25 |  Episode 33: Empowering Growth Through Financial Understanding | 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 efficiency. Key Takeaways: → Understanding finance as a service and how it differs from traditional outsourcing → Avoiding common financial pitfalls that derail growth during funding rounds, acquisitions, and scaling → Leveraging AI and workflow automation to make financial processes more transparent and actionable → The importance of financial clarity across the organization to empower leadership and teams → How strategic financial planning and technology integration can save time, reduce costs, and enhance decision-making More from Ted Rose and Rose Financial: Website: rosefinancial.com LinkedIn: linkedin.com/in/rosefinancial Facebook: facebook.com/RoseFinancial 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 04s | ||||||
| 10/14/25 |  Episode 32: IRS Audit Strategies: What Every Business Owner Should Know | 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 strategies that reduce risk while keeping more of your earnings. He also shares insights from his newsletter, TaxTicker, which translates complex tax topics into practical advice for entrepreneurs and investors. Key Takeaways: → The biggest mistake taxpayers make is representing themselves in an IRS audit→ Understanding the IRS process and audit triggers can drastically reduce stress and exposure→ Small business owners often make costly errors with deductions→ Having proper representation can turn an adversarial audit into a manageable process→ Staying proactive and informed empowers business owners to make smarter financial decisions More from Romeo Razi and TaxedRight: Email: romeo@taxedright.comWebsite: taxedright.comLinkedIn: linkedin.com/in/romeo-raziFacebook: facebook.com/taxedrightTwitter (X): x.com/RomeoRazi 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 | 52m 06s | ||||||
| 9/30/25 |  Episode 31: Unlocking Value in Private Jet Negotiations | 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, James guides clients through the complexities of private air travel, ensuring that they get the best deal, maintain security, and maximize their travel experience. Key Takeaways:→ Understand the differences between fractional ownership, jet cards, and charter agreements→ How to avoid common mistakes in private aviation deals→ How to negotiate the best terms and ensure you're maximizing your investment → The importance of understanding the total cost of private aviation→ How to ensure you’re flying on the right aircraft that fits your needs, budget, and lifestyle More from James Butler and Shaircraft Solutions: Email: jbutler@shaircraft.comWebsite: shaircraft.comLinkedIn: www.linkedin.com/in/jamesdbutlerFacebook: www.facebook.com/ShaircraftSolutionsTwitter (X): x.com/shaircraft 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 | 39m 08s | ||||||
| 9/23/25 |  Episode 30: Year-Round Planning for High-Income Earners | 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 relationships. With insights ranging from charitable giving to cost segregation and 1202 stock sales, they show how strategic planning and the right team can reduce stress and multiply results. Key Takeaways: → Don’t wait until April - year-round planning delivers the best results → W2 earners and equity-compensated employees have more options than they realize → Real estate investors can unlock powerful savings with depreciation and cost segregation → Charitable giving strategies like bunching can significantly increase deductions → The right CPA team provides not just compliance, but confidence and relief More from Goldstein Tax Advisors: Email: tax@goldsteintaxadvisors.com Website: www.goldsteintaxadvisors.com LinkedIn: www.linkedin.com/company/goldstein-tax-advisors/people 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 | 57m 56s | ||||||
| 9/9/25 |  Episode 29: Wealth Multiplication for Business Owners | 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 education, and the right mindset empower business owners and high-income earners to reduce tax liability and create long-term wealth. Key Takeaways: → Mindset is everything - abundance starts with desire, not resources → Tax planning saves money; tax preparation only keeps you compliant → Everyday expenses can be leveraged as powerful business deductions → Real estate offers ongoing opportunities for cash flow and tax shelters → Education is the key to making informed financial decisions More from Jeff Badu and Badu Tax Services: Call/Text: 773-819-5675 Website: http://jeffbadu.com/LinkedIn: linkedin.com/in/jeffbadu/Facebook: facebook.com/badutaxservices/Instagram: instagram.com/badutaxservices/ 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 | 45m 40s | ||||||
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