Jet Setting Wealth Advisory
de David T. Yu
Dernier épisode
Episode 62: Why Tax Planning Beats Tax Preparation Every Time
Episode 62: Why Tax Planning Beats Tax Preparation Every Time
À propos de ce podcast
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.
Épisodes
Les 20 épisodes les plus récents sur 63
- Episode 62: Why Tax Planning Beats Tax Preparation Every Time · 42 min · Saison 1 Épisode 62Want to stop treating taxes as something you deal with after the year is over? On the latest episode of Jet Setting Wealth Advisory, David T. Yu speaks with Steven Jarvis, CPA…
- Episode 61: 72T: A Game Changer for Early Retirement · 45 min · Saison 1 Épisode 61Want 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…
- Episode 60: Navigating IRS Challenges: Tax Resolution Strategies for Business Owners · 48 min · Saison 1 Épisode 60Facing 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…
- Episode 58: Building Long-Term Value Through Better Decisions · 51 min · Saison 1 Épisode 58Are 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…
- Episode 57: Finding the Green Lights in the Tax Code · 44 min · Saison 1 Épisode 57Are you still managing taxes by looking backward? On the lastest Jet Setting Wealth Advisory, David T. Yu welcomes back Edward Lyon, tax attorney, speaker, consultant, and Chief…
- Episode 56: Cross-Border Tax Planning for Expats and Entrepreneurs · 25 min · Saison 1 Épisode 56Thinking about living, working, or doing business abroad? On this episode, David continues his conversation with Vincenzo Villamena, Founder and CEO of Online Taxman, for Part 2…
- Episode 55: How Expats Avoid Costly Tax Mistakes · 33 min · Saison 1 Épisode 55Living, working, or investing abroad and unsure what the IRS still expects from you? On this week's Jet Setting Wealth Advisory, David T. Yu speaks with Vincenzo Villamena, CPA…
- Episode 54: Helping Older Adults Stay Financially Organized and Independent · 23 min · Saison 1 Épisode 54Want to make sure your family is prepared for the financial realities that come with aging? On the latest Jet Setting Wealth Advisory, David T. Yu speaks with Trina McWilliams…
- Episode 53: How 1031 Exchanges Preserve Wealth and Defer Taxes · 48 min · Saison 1 Épisode 53Want 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…
- Episode 52: Navigating Private Aircraft Ownership and Tax Compliance · 54 min · Saison 1 Épisode 52Want 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…
- Episode 51: Tax Strategy and Compliance in the Northern Mariana Islands · 52 min · Saison 1 Épisode 50Thinking 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…
- Episode 50: Bridging Tax, Legal, and Financial Strategy for Business Owners · 41 min · Saison 1 Épisode 50Want 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…
- Episode 49: Smarter Aircraft Ownership Through Tax Strategy and Compliance · 44 min · Saison 1 Épisode 49Want 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…
- Episode 48: Forward-Looking Tax Planning for High-Income Earners · 41 min · Saison 1 Épisode 48Want 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…
- Episode 47: Rewriting Your Money Story for Better Financial Decisions · 32 min · Saison 1 Épisode 47Want 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…
- Episode 46: Using Financial Data for Smarter Business Decisions · 33 min · Saison 1 Épisode 46Want 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…
- Episode 45: Estate Planning That Actually Protects Your Family · 51 min · Saison 1 Épisode 45Do 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…
- Episode 44: Why Exceptional Service Becomes a Long-Term Advantage · 41 min · Saison 1 Épisode 44How 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…
- Episode 43: Unlocking Growth Through Strategic Financial Decisions · 27 min · Saison 1 Épisode 43Want 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…
- Episode 42: Reflecting on a Successful Year at DTY Wealth Planning Solutions · 5 min · Saison 1 Épisode 42In 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…
