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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
Episodes
  • Episode 41: Simplified Financial Strategies: Guiding Entrepreneurs Towards Success

    Episode 41: Simplified Financial Strategies: Guiding Entrepreneurs Towards Success
    Dec 23 2025
    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
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    37 mins
  • Episode 40: Lifestyle-Focused Wealth Planning for Meaningful Retirement

    Episode 40: Lifestyle-Focused Wealth Planning for Meaningful Retirement
    Dec 16 2025
    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
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    41 mins
  • Episode 39: Transforming Accounting into a Tool for Entrepreneurial Success

    Episode 39: Transforming Accounting into a Tool for Entrepreneurial Success
    Dec 9 2025
    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
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    32 mins
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