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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.
| Episode | Date |
|---|---|
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Episode 58: Building Long-Term Value Through Better Decisions
|
Aug 11, 2026 |
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Episode 57: Finding the Green Lights in the Tax Code
|
Aug 04, 2026 |
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Episode 56: Cross-Border Tax Planning for Expats and Entrepreneurs
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Jul 21, 2026 |
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Episode 55: How Expats Avoid Costly Tax Mistakes
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Jul 14, 2026 |
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Episode 54: Helping Older Adults Stay Financially Organized and Independent
|
Jul 07, 2026 |
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Episode 53: How 1031 Exchanges Preserve Wealth and Defer Taxes
|
Jun 30, 2026 |
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Episode 52: Navigating Private Aircraft Ownership and Tax Compliance
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Jun 09, 2026 |
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Episode 51: Tax Strategy and Compliance in the Northern Mariana Islands
|
Jun 02, 2026 |
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Episode 50: Bridging Tax, Legal, and Financial Strategy for Business Owners
|
May 26, 2026 |
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Episode 49: Smarter Aircraft Ownership Through Tax Strategy and Compliance
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May 19, 2026 |
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Episode 48: Forward-Looking Tax Planning for High-Income Earners
|
May 04, 2026 |
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Episode 47: Rewriting Your Money Story for Better Financial Decisions
|
Apr 14, 2026 |
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Episode 46: Using Financial Data for Smarter Business Decisions
|
Apr 07, 2026 |
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Episode 45: Estate Planning That Actually Protects Your Family
|
Mar 31, 2026 |
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Episode 44: Why Exceptional Service Becomes a Long-Term Advantage
|
Feb 24, 2026 |
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Episode 43: Unlocking Growth Through Strategic Financial Decisions
|
Jan 06, 2026 |
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Episode 42: Reflecting on a Successful Year at DTY Wealth Planning Solutions
|
Dec 30, 2025 |
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Episode 41: Simplified Financial Strategies: Guiding Entrepreneurs Towards Success
|
Dec 23, 2025 |
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Episode 40: Lifestyle-Focused Wealth Planning for Meaningful Retirement
|
Dec 16, 2025 |
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Episode 39: Transforming Accounting into a Tool for Entrepreneurial Success
|
Dec 09, 2025 |
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Episode 38: Tax Clarity Without the Panic: RSUs, Withholding, and Timing
|
Dec 02, 2025 |
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Episode 37: Building Success Through Relationships and Personalized Solutions
|
Nov 25, 2025 |
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Episode 36: Uncovering Fraud: The Power of Forensic Accounting
|
Nov 18, 2025 |
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Episode 35: Enhancing Flight Safety through Innovative Solutions
|
Nov 11, 2025 |
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Episode 34: Turning Financial Blind Spots into Strategic Opportunities
|
Oct 28, 2025 |
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Episode 33: Empowering Growth Through Financial Understanding
|
Oct 21, 2025 |
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Episode 32: IRS Audit Strategies: What Every Business Owner Should Know
|
Oct 14, 2025 |
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Episode 31: Unlocking Value in Private Jet Negotiations
|
Sep 30, 2025 |
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Episode 30: Year-Round Planning for High-Income Earners
|
Sep 23, 2025 |
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Episode 29: Wealth Multiplication for Business Owners
|
Sep 09, 2025 |
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Episode 28: Tailored Tax Strategies for Business Growth
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Aug 26, 2025 |
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Episode 27: Maximizing Tax Incentives for Small Business Owners
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Aug 19, 2025 |
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Episode 26: Maximizing Savings: Tax Optimization Strategies for Businesses
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Aug 12, 2025 |
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Episode 25: Building a Comprehensive Safety Culture for Aviation Excellence
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Aug 05, 2025 |
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Episode 24: Modern Tax Strategies for Entrepreneurs and Growing Businesses
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Jul 29, 2025 |
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Episode 23: The Impact of FAA Regulations on Aircraft Ownership
|
Jul 15, 2025 |
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Episode 22: From Cockpit to Classroom: An Aviation Career Evolution
|
Jul 08, 2025 |
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Episode 21: Future Pilot Demand and Retirement Trends
|
Jul 01, 2025 |
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Episode 20: Pilot Career Strategy and Forecasting Insights
|
Jun 24, 2025 |
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Episode 19: Staying Informed: Navigating the Evolving Tax Landscape
|
May 13, 2025 |
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Episode 18: Driving Diversity and Innovation in Aviation’s Evolving Landscape
|
May 06, 2025 |
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Episode 17: Maximize Your Wealth with Smart Tax Strategies with Michael Reeder, CPA
|
Mar 18, 2025 |
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Episode 16: Own A Money-Making Machine: Revolutionize Your Business Growth with Finances
|
Feb 04, 2025 |
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Episode 15: Tax Strategies Every Aircraft Owner Needs to Know
|
Jan 28, 2025 |
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Episode 14: Federal Spending Reforms to Eliminate Inefficiencies with the Honorable David M. Walker
|
Dec 17, 2024 |
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Episode 13: Challenging Traditional Financial Advice Through Rigging the Game with Dan Nicholson
|
Dec 10, 2024 |
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Episode 12: Navigating the IRS Examination Process: A Guide for Taxpayers
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Dec 03, 2024 |
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Episode 11: Building Wealth Safely: Investment Diversification for High Net-Worth Entrepreneurs
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Nov 26, 2024 |
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Episode 10: Community Involvement in Real Estate: A Pivotal Theme
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Nov 19, 2024 |
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Episode 9: Overcoming Obstacles: Modernizing the IRS Infrastructure
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Nov 12, 2024 |
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Episode 8: Influencer Partnerships: A Path to E-Commerce Success
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Nov 05, 2024 |
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Episode 7: Mitigating Audit Risks: Structuring Multiple Business Entities
|
Oct 29, 2024 |
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Episode 6: Personalized Tax-Saving Strategies: Equipping Clients for Financial Success featuring Suzanne Engel
|
Oct 08, 2024 |
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Episode 5: Protecting Airmen Rights: Expert Legal Strategies Unveiled
|
Oct 01, 2024 |
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Episode 4: Virtual Transactions Revolutionizing Luxury Asset Market
|
Sep 17, 2024 |
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Episode 3: Achieving Stability and Success Through Financial Advisors
|
Sep 03, 2024 |
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Episode 2: Strategic Aircraft Ownership Tax Planning: Expert Advice featuring KJ McCarter
|
Aug 27, 2024 |
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Episode 1: Aviation Safety: Medical Expert Insights featuring Dylan Caldwell
|
Aug 20, 2024 |
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Trailer: Jet Setting Wealth Advisory
|
Aug 19, 2024 |