Episodes

  • Episode 31: Unlocking Value in Private Jet Negotiations

    Episode 31: Unlocking Value in Private Jet Negotiations
    Sep 30 2025
    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
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    39 mins
  • Episode 30: Year-Round Planning for High-Income Earners

    Episode 30: Year-Round Planning for High-Income Earners
    Sep 23 2025
    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
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    58 mins
  • Episode 29: Wealth Multiplication for Business Owners

    Episode 29: Wealth Multiplication for Business Owners
    Sep 9 2025
    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
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    46 mins
  • Episode 28: Tailored Tax Strategies for Business Growth

    Episode 28: Tailored Tax Strategies for Business Growth
    Aug 26 2025
    Are you missing out on tax strategies that could be fueling your business growth and building long-term wealth? In this episode of Jet Setting Wealth Advisory, David T. Yu sits down with James Rainwater, CEO & Chief Tax Strategist of Rainwater.CPA, a boutique tax advisory firm serving seven- to eight-figure business owners. With a background spanning national CPA firms, private industry, and CFO roles, James brings a unique blend of real-world operational insight and deep tax strategy expertise. He shares actionable ways to reduce tax burdens legally, from core planning fundamentals to advanced strategies, while emphasizing clear communication and personalized solutions that make taxes easier to understand. Key Takeaways: → Knowing is better than not knowing: clarity on your tax bill drives smart planning → Proactive tax planning fuels business growth and long-term wealth → Strong communication with your CPA helps avoid costly mistakes and audit traps → Leverage tax-advantaged accounts like 529 plans, HSAs, and innovative strategies like the Augusta Rule → Hiring kids for legitimate work can create powerful tax savings More from James Rainwater and Rainwater.CPA: Email: james@rainwatercpa.com Website: rainwatercpa.com/ LinkedIn: www.linkedin.com/in/jrainwater/ Facebook: www.facebook.com/Rainwater.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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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    29 mins
  • Episode 27: Maximizing Tax Incentives for Small Business Owners

    Episode 27: Maximizing Tax Incentives for Small Business Owners
    Aug 19 2025
    Are you ready to stop overpaying the IRS and finally take control of your tax strategy—without the confusion and guesswork? In the latest episode of Jet Setting Wealth Advisory, David T. Yu sits down with Mike Jesowshek, CPA, founder of TaxElm and host of the Small Business Tax Savings Podcast. With a passion for simplifying complex tax strategies, Mike has helped thousands of entrepreneurs reduce their tax burdens legally and efficiently. Together, they unpack the misconceptions around tax planning, the difference between filing and true strategy, and how small business owners can start maximizing deductions immediately. Whether you're just getting started or earning seven figures, Mike's practical approach to tax mitigation offers massive value you can implement today. Key Takeaways:→ Tax planning isn’t cheating, it’s using government incentives the way they were intended → Learn the difference between tax filing and proactive, year-round tax strategy → Maximize deductions by shifting after-tax spending into pre-tax business expenses → Implement core strategies like the Augusta Rule, hiring your kids, and board meetings → Use tools like Tax Elm to build a blueprint, stay compliant, and save thousands More from Mike Jesowshek and TaxElm: Email: ask@taxsavingspodcast.comWebsite: taxelm.com/LinkedIn: www.linkedin.com/in/mikejesowshek Instagram: www.instagram.com/taxsavings/ 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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    52 mins
  • Episode 26: Maximizing Savings: Tax Optimization Strategies for Businesses

    Episode 26: Maximizing Savings: Tax Optimization Strategies for Businesses
    Aug 12 2025
    Are you ready to discover the secrets behind maximizing tax savings, building strong client relationships, and mastering the art of effective communication in the world of finance and entrepreneurship? In this episode of Jet Setting Wealth Advisory, David T. Yu is joined by accounting professional and Managing Member of PRP & Associates, LLC, Paul Pahoresky. David engages in a dynamic conversation with Paul, shedding light on the transition from corporate finance to entrepreneurship. Paul's insights, inspired by books like "The Lean Startup" by Eric Ries and podcasts such as "How I Built This" with Guy Raz, offer a fresh perspective on owning a business. By emphasizing the importance of balance and community involvement, Paul's approach to financial services stands out in the industry, setting a high standard for client relationships and tax optimization strategies. Key Takeaways: → Embrace business ownership without letting it consume you. → Explore new financial partnerships for better service and responsiveness. → Simplify accounting systems for better financial management. → Plan ahead with tax advisors for a smoother tax season. → Prioritize client communication through newsletters, emails, and phone calls. More from Paul Pahoresky and PRP & Associates, LLC:Email: Paul@PRPAssoc.comWebsite: www.prpassoc.com/LinkedIn: linkedin.com/in/paul-pahoresky Engage with David T. Yu:Connect on LinkedIn, Instagram, & FacebookSign 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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    33 mins
  • Episode 25: Building a Comprehensive Safety Culture for Aviation Excellence

    Episode 25: Building a Comprehensive Safety Culture for Aviation Excellence
    Aug 5 2025
    How do you keep millions of passengers safe in the sky—and what happens when the future of flight includes no pilot at all? In this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Captain John Cox, a renowned aviation safety expert with over 55 years of experience. Captain Cox has shared his expertise through Safety Operating Systems, shaping safety management systems globally. He emphasizes the importance of safety culture and the challenges faced by the aviation industry in integrating unmanned vehicles into airspace. Key Takeaways: → Safety Management Systems (SMS) are crucial in reducing accidents and are increasingly adopted across various sectors. → Consistent funding for aviation safety is essential to address technological advancements and maintain critical infrastructure. → The integration of unmanned vehicles, like drones, poses significant challenges due to evolving technology outpacing regulatory frameworks. → Enhanced pilot training and the expansion of safety management systems are vital for continuously improving aviation safety. → Captain John Cox's work continues to shape safety standards in the aviation industry, promoting a safer environment for all. More from John Cox and Safety Operating Systems: Email: jcox@safeopsys.com Website: www.safeopsys.com/ LinkedIn: www.linkedin.com/in/john-cox-9996251/ 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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    43 mins
  • Episode 24: Modern Tax Strategies for Entrepreneurs and Growing Businesses

    Episode 24: Modern Tax Strategies for Entrepreneurs and Growing Businesses
    Jul 29 2025
    Are you maximizing your tax strategy to fuel business growth? In the latest episode of Jet Setting Wealth Advisory, David T. Yu sits down with Bette Hochberger, CPA and founder of a modern, forward-thinking advisory firm. Bette reveals the power of proactive tax planning, sharing how her firm helps entrepreneurs, small businesses, and real estate investors optimize their finances. With a focus on cloud-based accounting and fractional CFO services, Bette explains how entrepreneurs can prioritize profit, streamline their financial operations, and navigate complex tax systems—particularly in emerging industries like crypto. She also highlights key tax-saving opportunities that are often overlooked, helping businesses stay agile, future-ready, and tax-efficient. Key Takeaways:→ Proactive Tax Planning: Optimize tax benefits through proactive planning→ Cloud Technology for Efficiency: Enhance client services with cloud-first strategies→ Profit First System: Prioritize profitability for sustainable financial management→ Modernizing Accounting: Stay relevant by embracing technology→ Specialized Tax Strategies: Tailored tax advice for entrepreneurs and investors More from Bette Hochberger: Website: bettehochberger.comemail: bette@bettehochberger.com Linkedin: linkedin.com/in/bettehochbergerFacebook: facebook.com/BetteHochbergerTwitter (X): x.com/bettehochberger Engage with David T. Yu: Connect on LinkedIn, Instagram, & FacebookSign 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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    39 mins