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Jet Setting Wealth Advisory

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.

Latest Episodes:

Episode 30: Year-Round Planning for High-Income Earners Sep 23, 2025

Show notes

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

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Connect on LinkedIn, Instagram, & Facebook

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Visit: DTY Wealth Planning Solutions

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Episode 29: Wealth Multiplication for Business Owners Sep 09, 2025

Show notes

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

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Episode 28: Tailored Tax Strategies for Business Growth Aug 26, 2025

Show notes

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

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Episode 27: Maximizing Tax Incentives for Small Business Owners Aug 19, 2025

Show notes

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.com
Website: 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

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Episode 26: Maximizing Savings: Tax Optimization Strategies for Businesses Aug 12, 2025

Show notes

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.com
Website: 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

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Episode 25: Building a Comprehensive Safety Culture for Aviation Excellence Aug 05, 2025

Show notes

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

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Episode 24: Modern Tax Strategies for Entrepreneurs and Growing Businesses Jul 29, 2025

Show notes

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.com
email: bette@bettehochberger.com

Linkedin: linkedin.com/in/bettehochberger
Facebook: facebook.com/BetteHochberger
Twitter (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

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Episode 23: The Impact of FAA Regulations on Aircraft Ownership Jul 15, 2025

Show notes

Are you aware of the hidden legal risks lurking in your aircraft ownership and operations?

In the latest episode of Jet Setting Wealth Advisory, David T. Yu is joined by David Norton, Head of the Aviation Practice at Shackelford, McKinley & Norton, LLP. David delves into the importance of aviation safety, compliance with FAA regulations, and responsible flying practices. He emphasizes the significance of understanding FAA regulations in aircraft ownership and operation to avoid illegal activities and penalties. David also highlights the financial aspects of aircraft ownership, stressing the need for strategic tax planning to prevent regulatory issues and maximize business deductions.

Key Takeaways:

→ Understanding FAA regulations is crucial for legal compliance in aircraft ownership→ Strategic tax planning is essential for optimizing business deductions in aviation

→ Aspiring aviators are encouraged to pursue passion and financial independence

→ Norton categorizes regulatory offenders into clueless, careless, and criminal

→ Career guidance emphasizes finding passion and giving back in aviation

More from David Norton and Shackelford, McKinley & Norton, LLP

Website: https://shackelford.law/
LinkedIn: https://www.linkedin.com/in/david-t-norton
Facebook: https://www.facebook.com/shackelfordmckinleynortonllp
Instagram: https://www.instagram.com/shackelford.law/
Twitter (X): https://x.com/_shackelfordlaw Email: DNorton@Shackelford.law

Engage with David T. Yu:

Connect on LinkedIn, Instagram, & FacebookSign up for our newsletter or book a call!

Visit: DTY Wealth Planning Solutions

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Episode 22: From Cockpit to Classroom: An Aviation Career Evolution Jul 08, 2025

Show notes

Are you curious about the secrets to a successful career in aviation? In this episode of Jet Setting Wealth Advisory, David T. Yu is joined by Erika Armstrong, the Director of Marketing for Advanced Aircrew Academy.

Erika's remarkable journey from a pilot at a small Minnesota airport to a prominent educator and business leader is a testament to resilience and adaptability in the ever-evolving aviation industry. Drawing from her experiences and insights shared in her best-selling memoir "A Chick in the Cockpit," Erika delves into the importance of real-world experience, having a backup plan, and the balance between a college degree and quality flight training in navigating uncertainties in aviation careers.

Key Takeaways:

→ Erika's journey: from a small Minnesota airport to the captain's seat of corporate jets and commercial airliners

→ Importance of understanding personalities and organizational culture for success in aviation

→ Value of mentorship in aviation: avoiding mistakes, improving skills, and upholding safety and professionalism

→ Debate on college degree vs. flight training in aviation career development

→ Transition and challenges for retired airline pilots entering corporate aviation: key considerations for success.

More from Erika Armstrong and Advanced Aircrew Academy:

Website:https://www.aircrewacademy.com/
LinkedIn: https://www.linkedin.com/in/achickinthecockpitb727/
Facebook: https://www.facebook.com/AdvancedAircrewAcademy
Twitter (X): https://x.com/AircrewAcademy

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

Episode 21: Future Pilot Demand and Retirement Trends Jul 01, 2025

Show notes

Want to know how pilot retirements and aircraft delays are shaping the future of aviation careers? Tune in to our latest episode as Kit Darby returns to uncover the secrets of the pilot job market and strategic career planning in the sky!

In this episode of Jet Setting Wealth Advisory, David T. Yu welcomes back Kit Darby, a leading expert in pilot career development with over 40 years in the aviation industry, who provides insights into the complexities of the pilot job market through his consulting work at Kittar.com. Kit highlights the impending need for 3,500 to 4,500 new pilots annually, projecting over 80,000 job openings in the next decade. He emphasizes the impact of pilot retirements, the challenges posed by the COVID-19 pandemic, and the importance of data-driven decision-making in pilot career advocacy.

Key Takeaways:

→ Looming shortage of pilots: 3,500 to 4,500 new pilots needed annually due to retirements and workforce growth.

→ Importance of strategic fleet management: Varied pilot requirements across aircraft types necessitate robust planning.

→ Retirement age extension debate: Considerations on career longevity and financial benefits in aviation.

→ Compensation balance: Impact of employee wages on airline profitability and industry sustainability.

→ Kit Darby's expertise: Data-driven insights for pilots and airlines navigating the evolving job market landscape.

More from Kit Darby:

Website: Airline Aviation Expert Witness Services & Pilot Training Consulting

LinkedIn: Kit Darby | LinkedIn

Facebook: Facebook

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