Jet Setting Wealth Advisory

Episode 59: Passive Income Beyond the Cockpit

Want to build wealth beyond your airline paycheck and 401(k)? On the latest episode of Jet Setting Wealth Advisory, David speaks with Tait Duryea, Founder and CEO of Tur

Episode 58: Building Long-Term Value Through Better Decisions

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 pa

Episode 57: Finding the Green Lights in the Tax Code

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

Episode 56: Cross-Border Tax Planning for Expats and Entrepreneurs

Thinking about living, working, or doing business abroad? On this episode, David continues his conversation with Vincenzo Villamena, Founder and CEO of Online Taxman, fo

Episode 55: How Expats Avoid Costly Tax Mistakes

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 Villame

Episode 54: Helping Older Adults Stay Financially Organized and Independent

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 McWi

Episode 53: How 1031 Exchanges Preserve Wealth and Defer Taxes

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 Inves

Episode 52: Navigating Private Aircraft Ownership and Tax Compliance

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, found

Episode 51: Tax Strategy and Compliance in the Northern Mariana Islands

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 Az

Episode 50: Bridging Tax, Legal, and Financial Strategy for Business Owners

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

Episode 49: Smarter Aircraft Ownership Through Tax Strategy and Compliance

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 M

Episode 48: Forward-Looking Tax Planning for High-Income Earners

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

Episode 47: Rewriting Your Money Story for Better Financial Decisions

Want to improve your relationship with money and reduce financial stress? On this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Tari Vickery, author of

Episode 46: Using Financial Data for Smarter Business Decisions

Want to make smarter business decisions with your financial data? On this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Tevia Hoalst, owner and CEO of

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, Dav

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-Foun

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, found

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 sha

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 Ledg

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