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 Landon and Lauren Klein, Co-Founders of Flourish Law Group, for an important conversation on estate planning, probate, incapacity planning, and protecting your legacy. With deep experience in estate, tax, and trust planning, they explain why estate planning is not just for the ultra-wealthy and why every adult should have key legal documents in place. From wills and trusts to powers of attorney and probate avoidance, Kristen and Lauren break down complex legal concepts in a practical, easy-to-understand way that helps families plan ahead with confidence.

Key Takeaways:

→ Estate planning is important for adults of all wealth levels, not just the ultra-wealthy.

→ A will alone does not avoid probate and may still require court involvement.

→ Trusts can help avoid probate, protect assets, and create better long-term outcomes 

→ Incapacity planning is just as important as planning for death.

→ Proper titling and beneficiary designations are essential for an estate plan to actually work.

More from Lauren/Kristen & Flourish Law Group:

Website: flourishlawgroup.com

LinkedIn (Lauren): linkedin.com/in/lauren-a-klein-esq-ll-m-a39a5a35

LinkedIn (Kristen): linkedin.com/in/kristen-landon-esq-77a678107

Facebook: facebook.com/lawyerlaurenklein

Instagram: instagram.com/flourishlawgroup:

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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 a compelling conversation on service-driven growth, leadership, and building a nationally recognized luxury brand without traditional advertising. Kaye shares his journey from immigrating to the U.S. as a teenager to co-founding Go Rentals with his brother, turning a simple family travel frustration into a hospitality-first company serving ultra-high-net-worth travelers. From guaranteeing exact vehicles and plane-side delivery to training teams on etiquette, presence, and service excellence, Kaye explains how culture, consistency, and relationships have fueled three decades of growth across market cycles.

Key Takeaways:

→ Exceptional service is the true differentiator in competitive industries
→ Time, not money, is the most valuable asset for high-net-worth clients
→ Culture and training must scale before growth does
→ Strong relationships outperform advertising over the long term
→ Saying “yes” creates loyalty, trust, and unforgettable experiences

More from Kaye Gitibin and Go Rentals:

Website: gorentals.com
LinkedIn: linkedin.com/in/kaye-gitibin-60318354
Facebook: facebook.com/gorentalsusa
Instagram: instagram.com/gorentals/?hl=en

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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 Services, for an insightful conversation on small business accounting, financial clarity, and systems for long-term success. From building a firm that prioritizes financial clarity to using data and KPIs to drive growth, Perry’s journey from corporate work to entrepreneurship is filled with valuable lessons. His approach combines strong technical expertise with practical strategies, helping business owners simplify their financial systems and make better decisions.

Key Takeaways:

→ Clear financial systems drive business health and growth.
→ Fractional CFOs provide scalable expertise for small businesses.
→ Proactive planning helps avoid costly mistakes.
→ Bookkeeping is key to understanding your financial impact.
→ Technology enhances process efficiency and decision-making. 

More from Perry Mayer and Vital Accounting Services:

Email: [email protected]
Website: vitalacct.com
LinkedIn: linkedin.com/in/perry-mayer-cpa
Facebook: facebook.com/profile.php?id=100088494293372
Instagram: instagram.com/vital_accounting

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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 Wealth Planning Solutions has focused on building strong, lasting relationships with clients. David also discusses the importance of proactive tax planning, the growing wealth transfer, and the recent educational webinars produced by the company. Looking ahead to 2026, he expresses gratitude for the trust and loyalty of clients and partners, as well as the rewarding experiences shared throughout the year.

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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, shares the unconventional path that shaped his approach to business and finance. From years in Nashville’s music scene to launching his own firm back home in South Carolina, Matt breaks down how creativity, discipline, and empathy translate into smarter money decisions for entrepreneurs. He talks through the financial mistakes he sees most often, the systems that help owners finally feel in control, and why simplifying your numbers is the fastest route to growth, profit, and peace of mind.
Key Takeaways:
 → Your background shapes how you run your business
 → Financial clarity starts with simple systems you’ll actually maintain
 → Many tax problems come from avoidable habits, not complex rules
 → Advisory isn’t just numbers; it’s decision-making, confidence, and peace of mind
 → Better books = better strategy, fewer surprises, and more profit

More from Matt Green and Ledger Medial Accounting Services:
Email: [email protected]
Website: ledgermedial.com
LinkedIn: linkedin.com/in/greenml
Facebook: facebook.com/ledgermedial
Instagram: instagram.com/ledgermedial

Engage with David T. Yu:

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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 long-running radio show Growing Your Wealth, and author of 7 Steps to a Successful Retirement. Brian shares how he evolved from public accounting to leading a billion-dollar, fully integrated advisory firm—and why real retirement success starts with a lifestyle blueprint before portfolio tweaks. From unifying tax, estate, business, and investment decisions to demystifying Delaware Statutory Trusts (DSTs) for longtime landlords, Brian offers a clear, practical playbook for turning experience into lasting prosperity.

Key Takeaways:

 → Start with a lifestyle blueprint; back into assets, cash flow, and timelines.

 → Getting tax, estate, investment, and real estate voices in the same room

 → Consider 1031s into DSTs to keep income and time while deferring tax

 → Risk is felt more on the downside; calibrate portfolios to your true loss tolerance

 → Build the plan 5–10 years early, then reverse-engineer the path to your ideal next decade

More from Brian Evans and Madrona Financial & CPAs:

Website: madronafinancial.com

LinkedIn: linkedin.com/in/brianevanscpapfs

Facebook: facebook.com/MadronaFinancial

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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, speaker, and author. Wendy shares her immigrant-to-entrepreneur story, how she built and sold a fully remote accounting firm with strong profitability, and why she now coaches professional-service owners to reduce stress, tighten operations, and prepare for exits. The conversation cuts through hype (including AI fears) to the basics that move the needle: meticulous record keeping, smart deductions, clean books, and systems that make you scalable and sellable—plus practical insights on using advisors, stabilizing revenue, and clarifying your personal definition of success.

Key Takeaways:

 → Importance of record keeping: track every dollar, keep receipts, and stay audit-ready 

 → Don’t chase only top-line; manage expenses and systems to maximize what you keep

 → Use the right advisors at the right time (CPA vs. EA vs. tax attorney) 

 → To sell: show consistent revenue, documented processes, and a team that runs without you

 → Define success, hire for gaps, and let systems buy back your time

More from Wendy Barlin:

Email: [email protected]

Website: wendybarlin.com

LinkedIn: linkedin.com/in/wendybarlin

Instagram: instagram.com/wendybarlincpa

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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, Senior Tax Specialist at Goldstein Tax Advisors, and returning guest Barry Kaufman for a clear, candid walkthrough of equity compensation and proactive tax strategy. Ariel explains how RSUs actually hit your paycheck, what “grant” and “vesting” really mean, and the simple habits that prevent April shocks. The conversation expands to ISOs and AMT timing, entity choices for business owners, and why women increasingly leading household finances benefit from jargon-free guidance and year-round planning.

Key Takeaways:
 → RSUs often withhold at 22% while your actual bracket may be higher
 → Track your basis at vesting so you don’t get taxed twice when you sell
 → Time ISO exercises with AMT in mind and your full income picture
 → Proactive, year-round planning beats last-minute filings for stress and penalty avoidance
 → Separate business and personal accounts to strengthen deductions and clean books

More from Ariel Haughton/Barry Kaufman and Goldstein Tax Advisors:
Email: [email protected]
Website: goldsteintaxadvisors.com
LinkedIn: linkedin.com/in/ariel-haughton

Engage with David T. Yu:
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Visit: DTY Wealth Planning Solutions

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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 with Jennifer Barnes, CEO and Founder of Optima Office, about turning setbacks into strength. Jennifer shares how losing her job led her to launch one of San Diego’s fastest-growing outsourced accounting and HR firms, now topping $14 million in revenue. She reveals the leadership principles that fuel Optima’s 85% retention rate, how she uses AI to empower—not replace—her people, and why kindness, mentorship, and culture are the ultimate competitive edge in business. 

Key Takeaways:

→ How being fired weeks before her wedding inspired her to launch a multimillion-dollar firm

→ Why culture, kindness, and flexibility are the ultimate competitive advantage in business

→ How to use automation and AI to enhance—not replace—human expertise

→ The essential financial metrics every growing business should track for stability and scale

→ Why authentic leadership and mentorship create lasting loyalty and long-term success

More from Jennifer Barnes and Optima Office:

Email: [email protected]

Website: optimaoffice.com

LinkedIn: linkedin.com/in/jennifer-barnes-mba

Facebook: facebook.com/OptimaOffice

Instagram: https://www.instagram.com/optimaoffice

Engage with David T. Yu:

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Visit: DTY Wealth Planning Solutions

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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 Advisory Services, to discuss the art and science of forensic accounting. Jeff explains how most financial frauds are preventable, why even companies with accountants can still be vulnerable, and how a forensic mindset helps uncover risks before they become disasters. From fake vendors to overlooked tax errors, Jeff shares practical advice for entrepreneurs who want to protect their profits, strengthen internal controls, and understand the true value of their business.

Key Takeaways:
→ Why most financial frauds persist—and how simple oversight could have stopped them

→ How to use “forensic thinking” to identify hidden risks, even when your books seem clean

→ The difference between fair market and strategic value
→ How owners can prevent losses with proactive internal controls 

→ Why skepticism, not trust, is a business owner’s best defense against fraud 

More from Jeff Neumeister:

Email: [email protected]
Website: https://www.kellypartners.com/
LinkedIn: https://www.linkedin.com/in/forensicacct
Facebook: facebook.com/neumeistercpa
Instagram: instagram.com/neumeistercpa/

Engage with David T. Yu:

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Visit: DTY Wealth Planning Solutions

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