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Jet Setting Wealth Advisory

Jet Setting Wealth Advisory

By: David T. Yu
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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. Jet Setting Wealth AdvisoryCopyright 2024 Jet Setting Wealth Advisory, David Yu. All Rights Reserved. Economics Personal Finance Social Sciences Travel Writing & Commentary
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Episodes
  • Episode 19: Staying Informed: Navigating the Evolving Tax Landscape

    Episode 19: Staying Informed: Navigating the Evolving Tax Landscape
    May 13 2025
    Ever wondered how meticulous asset valuation can impact your tax outcomes? Tune in to discover the secrets behind optimizing wealth transfer and tax compliance with highly regarded tax and estate planning expert, Eric Lanning! In this episode of Jet Setting Wealth Advisory, host David T. Yu speaks with Eric Lanning, a highly respected counsel at Frost Law with over two decades of experience in taxation of insurance, annuity products, and estate planning. Eric shares invaluable insights into meticulous asset valuation, proactive estate planning, and the importance of tax-efficient setups such as LLCs for effective asset management. He also highlights the versatility of life insurance in tax and estate planning, emphasizing the benefits of tax-free growth and asset protection. Key Takeaways: → Detailed asset documentation and running a business correctly can help navigate tax complexities. → Proactive estate planning is crucial to prevent family disputes and ensure smooth wealth transfer. → Utilizing tax-efficient structures like LLCs can optimize asset management strategies. → Life insurance serves as a versatile tool for tax planning, offering tax-free growth and asset protection. → Staying informed about potential tax law changes is essential for effective wealth preservation and asset growth. More from Eric Lanning and Frost Law: Contact: eric.lanning@frosttaxlaw.com Website: https://floridataxattorney.com/ https://askfrost.com/our-team/eric-lanning LinkedIn: https://www.linkedin.com/in/eric-lanning-j-d-ll-m-87ab69a6/ https://www.linkedin.com/company/frostlaw/ 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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    41 mins
  • Episode 18: Driving Diversity and Innovation in Aviation’s Evolving Landscape

    Episode 18: Driving Diversity and Innovation in Aviation’s Evolving Landscape
    May 6 2025
    What does it take to navigate the complexities of the aviation industry and emerge successful? Find out how the power of vision, resilience and a commitment to diversity can shape a thriving career in aviation. In this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Diana Hernandez, the founder of Login Aviation Services. Diana's path began during the 2008 financial crisis with an unexpected business opportunity in Florida, igniting a 20-year expedition from managing aircraft component sales to establishing her own thriving company. Her perspective on her journey highlights the importance of seizing opportunities and remaining open to new directions, as evidenced by her pivot from international business to the aviation industry. As an active member of the Fort Lauderdale chapter of Women in Aviation, she is dedicated to promoting diversity and inclusion, using her leadership to inspire and support emerging talent in the aviation field. Key Takeaways: → Diana's journey from managing aircraft component sales to founding Login Aviation Services showcases her vision, resilience, and passion for aviation. → Her dedication to fostering a supportive environment for women in aviation through organizations like Women in Aviation highlights her commitment to diversity and inclusion. → Diana's progression from obtaining a private pilot license to becoming an instrument-rated pilot reflects her deep understanding of the industry, fueled by her background in aircraft maintenance. → The challenges of navigating aviation regulations stress the importance of compliance, staying informed about advancements, and networking within the industry. → Login Aviation's expansion into private jet sales demonstrates their adaptability to client needs and market demand, aligning with Diana's strategic vision and client-focused approach. More from Diana Hernandez and Login Aviation: Website: https://www.loginsvc.com/ Twitter: https://twitter.com/loginaviation LinkedIn: https://www.linkedin.com/company/22340597/admin/feed/posts/ Facebook: https://www.facebook.com/loglnaviation Instagram: https://www.instagram.com/loginaviation/ 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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    38 mins
  • Maximize Your Wealth with Smart Tax Strategies with Michael Reeder, CPA

    Maximize Your Wealth with Smart Tax Strategies with Michael Reeder, CPA
    Mar 18 2025
    Are you a business owner or an aspiring entrepreneur looking to minimize taxes, grow wealth, and avoid the most common financial pitfalls? This episode is your blueprint for building a profitable and sustainable business—without losing your mind (or your sleep). In this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Michael Reeder, CPA and Managing Partner of Reeder CPA Group. Michael is a trusted advisor to franchise owners and small business entrepreneurs, known for his deep expertise in strategic tax planning, entity structuring, and creative funding strategies. With over 14 years of experience and a nationwide network of franchise consultants, Michael shares his unconventional path from college wanderer to owning the very firm that hired him out of school. From using cold showers and intermittent fasting to maintain focus to guiding clients through ROBS C-Corp structures and the SBA maze, Michael brings practical insight and infectious energy to every topic. Key Takeaways: → Bookkeeping isn’t just for taxes—it’s the foundation for strategic decision-making. → Strategic use of S-Corp elections and self-employed retirement plans can unlock major tax savings. → The Robs C Corporation structure offers a way to use retirement funds to launch a business—if used wisely. → Successful entrepreneurs prioritize low-cost living, self-discipline, and consistent routines. → SBA loans, securities-backed lines of credit, and defined benefit plans are powerful, underutilized tools for business growth. More from Michael Reeder and Reeder CPA Group: Website: https://www.reedercpagroup.com LinkedIn: https://www.linkedin.com/in/michael-reeder-cpa Engage with David T. Yu: Connect on LinkedIn, Instagram, & Facebook Sign up for our newsletter or book a call! Visit: DTY Wealth Planning Solutions Be a guest on the show: Contact Us Learn more about your ad choices. Visit megaphone.fm/adchoices
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    43 mins

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