Jet Setting Wealth Advisory
David T. Yu
Outreach Signals
Publishing Details
Contact & Outreach
About This Podcast
Social Media
Explore Statistics
Recent Episodes
S1E45 Episode 45: Estate Planning That Actually Protects Your Family
Do 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 speaks with Kristen…
S1E44 Episode 44: Why Exceptional Service Becomes a Long-Term Advantage
How 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 CEO of Go Rentals, for…
S1E43 Episode 43: Unlocking Growth Through Strategic Financial Decisions
Want 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 Vital Accounting…
S1E42 Episode 42: Reflecting on a Successful Year at DTY Wealth Planning Solutions
In 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 his team at DTY…
S1E41 Episode 41: Simplified Financial Strategies: Guiding Entrepreneurs Towards Success
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,…
S1E40 Episode 40: Lifestyle-Focused Wealth Planning for Meaningful Retirement
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…
S1E39 Episode 39: Transforming Accounting into a Tool for Entrepreneurial Success
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,…
S1E38 Episode 38: Tax Clarity Without the Panic: RSUs, Withholding, and Timing
Are your RSUs and year-end taxes about to surprise you—or are you planning now to keep more of what you earn? In this episode of Jet Setting Wealth Advisory, David sits down with Ariel Haughton,…
S1E37 Episode 37: Building Success Through Relationships and Personalized Solutions
What if getting fired was the best thing that ever happened to you—and became the spark for building a multimillion-dollar company? In today's episode of Jet Setting Wealth Advisory, David talks…
S1E36 Episode 36: Uncovering Fraud: The Power of Forensic Accounting
Are you confident that your business's finances are truly secure? In this episode of Jet Setting Wealth Advisory, host David T. Yu sits down with Jeff Neumeister, Managing Partner at Kelly+Partners…
S1E36 Episode 35: Enhancing Flight Safety through Innovative Solutions
What happens when a 787 captain, helicopter rescue pilot, and airspace designer reimagines how we move through the sky? In this episode, David speaks with Chris Baur, President & CEO of Hughes…
S1E34 Episode 34: Turning Financial Blind Spots into Strategic Opportunities
Feeling overwhelmed by your business finances? In this week's episode of Jet Setting Wealth Advisory, David speaks with Borbala Banto, CPA and founder of Concierge CPAs, a boutique advisory and…
S1E33 Episode 33: Empowering Growth Through Financial Understanding
Is your company’s financial function holding back growth? This week on Jet Setting Wealth Advisory, David T. Yu speaks with Ted Rose, MBA, CPA, and CEO of Rose Financial Solutions. Ted shares his…
S1E32 Episode 32: IRS Audit Strategies: What Every Business Owner Should Know
Ever wondered what it’s really like to be audited by the IRS? On this week's episode of Jet Setting Wealth Advisory, David T. Yu speaks with Romeo Razi, CPA, former IRS agent, and founder of…
S1E31 Episode 31: Unlocking Value in Private Jet Negotiations
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…
S1E30 Episode 30: Year-Round Planning for High-Income Earners
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,…
S1E29 Episode 29: Wealth Multiplication for Business Owners
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,…
S1E28 Episode 28: Tailored Tax Strategies for Business Growth
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…
S1E27 Episode 27: Maximizing Tax Incentives for Small Business Owners
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…
S1E28 Episode 26: Maximizing Savings: Tax Optimization Strategies for Businesses
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…
Frequently Asked Questions
Jet Setting Wealth Advisory has published 46 episodes since August 2024, covering topics in Aviation, Business.
Jet Setting Wealth Advisory is currently highly active with new episodes weekly. Average episode length is 40m.
Sign up on Grep.FM to access contact details for Jet Setting Wealth Advisory, including email and social media links.
