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Jet Setting Wealth Advisory

by David T. Yu

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Latest episodes

Episode 60: Navigating IRS Challenges: Tax Resolution Strategies for Business Owners

September 29, 2026 · 48 min

Facing IRS problems can feel overwhelming, but having the right strategy can make all the difference. On the latest episode of Jet Setting Wealth Advisory, David T. Yu speaks with Hubert Johnson, tax attorney, lecturer, and founder of…
Episode 58: Building Long-Term Value Through Better Decisions

August 11, 2026 · 51 min

Are you building a business, or just building yourself a job? On this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Kep Kepner, founder and managing partner of KepnerCPA, for a practical conversation on business…
Episode 57: Finding the Green Lights in the Tax Code

August 4, 2026 · 44 min

Are you still managing taxes by looking backward? On the lastest Jet Setting Wealth Advisory, David T. Yu welcomes back Edward Lyon, tax attorney, speaker, consultant, and Chief Tax Planner at Excel Empire, for another sharp and…
Episode 56: Cross-Border Tax Planning for Expats and Entrepreneurs

July 21, 2026 · 25 min

Thinking about living, working, or doing business abroad? On this episode, David continues his conversation with Vincenzo Villamena, Founder and CEO of Online Taxman, for Part 2 of their discussion on international tax planning for…
Episode 55: How Expats Avoid Costly Tax Mistakes

July 14, 2026 · 33 min

Living, working, or investing abroad and unsure what the IRS still expects from you? On this week's Jet Setting Wealth Advisory, David T. Yu speaks with Vincenzo Villamena, CPA, Founder and CEO of Online Taxman, for the first of a…

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Episode 54: Helping Older Adults Stay Financially Organized and Independent

July 7, 2026 · 23 min

Want to make sure your family is prepared for the financial realities that come with aging? On the latest Jet Setting Wealth Advisory, David T. Yu speaks with Trina McWilliams, Founder of Trusted Direction and Americas Controller at…
Episode 53: How 1031 Exchanges Preserve Wealth and Defer Taxes

June 30, 2026 · 48 min

Want more flexibility when selling an investment property? On this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Dave Foster, founder of The 1031 Investor and a qualified intermediary for 1031 exchanges, for a practical…
Episode 52: Navigating Private Aircraft Ownership and Tax Compliance

June 9, 2026 · 54 min

Want to understand the tax and compliance issues before buying an aircraft? On this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Letisha Sailor, founder of AvTax Advisors, for a practical conversation on aviation tax…
Episode 51: Tax Strategy and Compliance in the Northern Mariana Islands

June 2, 2026 · 52 min

Thinking about relocating for tax reasons? It’s not as simple as counting days on a calendar. On this week's Jet Setting Wealth Advisory, David T. Yu speaks with Tina Azarvand Esq., Managing Partner of Azarvand Tax Law, about the…
Episode 50: Bridging Tax, Legal, and Financial Strategy for Business Owners

May 26, 2026 · 41 min

Want to stop treating your business, taxes, and legal planning like separate conversations? On this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Chris Papin, founder of Papin CPA and Papin Law, about why business owners…
Episode 49: Smarter Aircraft Ownership Through Tax Strategy and Compliance

May 19, 2026 · 44 min

Want to avoid costly tax mistakes with your aircraft ownership? On the latest Jet Setting Wealth Advisory, David T. Yu speaks with Ryan DeMoor, Head of Aviation Tax at MySky, for an in-depth conversation about aviation tax strategy…
Episode 48: Forward-Looking Tax Planning for High-Income Earners

May 4, 2026 · 41 min

Want to stop treating taxes like something that just happens to you? On today's episode of Jet Setting Wealth Advisory, David T. Yu speaks with Robert Keller and Edward Lyon of Excel Empire, for a practical conversation on proactive tax…

Full episode archive on Apple Podcasts →

About the show

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.