Jet Setting Wealth Advisory

By David T. Yu

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,

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FAQs about Jet Setting Wealth Advisory:

How many episodes does Jet Setting Wealth Advisory have?

The podcast currently has 60 episodes available.

Jet Setting Wealth Advisory episodes:

May 04, 2026 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 Lyon of Excel Empire, for a practical conversation on proactive tax planning, alternative investing, and reducing tax liability through forward-looking strategies. Ed shares why many successful people mistakenly assume their accountant is actively helping them pay less in taxes, while Bobby explains how his background in aviation shaped his approach to financial planning, risk management, and tax mitigation. From business owners and high-income W2 earners to aviation professionals, this episode highlights the importance of planning ahead, assembling the right team, and looking beyond traditional tax reporting.

Key Takeaways:

→ Tax planning should be forward-looking, not just year-end reporting
→ High-income earners often have more tax options than they realize
→ The right advisory team can uncover overlooked planning opportunities
→ Alternative strategies may help reduce tax liability when properly structured
→ Failing to plan often leads to expensive missed opportunities

More from Robert Keller and Edward Lyon:

Website: excelempire.com
Website: edwardalyon.com
LinkedIn: linkedin.com/in/robert-keller-28a2742a4
LinkedIn: linkedin.com/in/edward-lyon-7a9168

Engage with David T. Yu:

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Sign up for our newsletter or book a call!
Visit: DTY Wealth Planning Solutions

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42min
April 14, 2026 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 The Emotional Side of Money, for a powerful conversation on how emotions, upbringing, and personal experiences shape financial behavior. With over 25 years of experience working closely with families, Tari shares how money decisions are often driven more by feelings than logic. From understanding your “money story” to identifying hidden triggers and shifting from scarcity to abundance, this episode highlights how self-awareness can lead to better financial decisions and a more confident future.

Key Takeaways:

→ Money decisions are driven more by emotion than logic
→ Your “money story” is shaped early through family experiences
→ Financial anxiety can exist regardless of wealth level
→ Awareness is the first step to changing your relationship with money
→ Open, intentional conversations can transform financial outcomes

More from Tari K. Vickery and Life Matters Financial Group:

Website: lifemattersfinancialgroup.com
Website: tarikvickeryauthor.com
LinkedIn: linkedin.com/in/tari-k-vickery-09027a2
Facebook: facebook.com/profile.php?id=61561349842621
Instagram: instagram.com/tarikvickeryauthor

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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32min
April 07, 2026 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 TeKoda Accounting, for a powerful conversation on financial clarity, cash flow, and strategic decision-making for business owners. With over 15 years of experience, Tevia shares how shifting from reactive bookkeeping to proactive financial strategy can transform the way businesses operate. From understanding the critical difference between profit and cash flow to using real-time data for better decisions, this episode highlights how financial systems, mindset, and high-touch service can drive sustainable growth.

Key Takeaways:

→ Profit and cash flow are not the same, and both must be tracked
→ Financial data reduces risk and improves decision-making
→ Growth requires planning because scaling is expensive
→ Using financials strategically beats simply tracking numbers
→ High-touch, proactive accounting creates stronger business outcomes

More from Tevia Hoalst and TeKoda Accounting:

Email: [email protected]
Website: tekodaaccounting.com
LinkedIn: linkedin.com/in/tevia-hoalst
Facebook: facebook.com/TeKodaAccounting
Instagram: instagram.com/tekodaaccounting

Engage with David T. Yu:

Connect on LinkedIn, Instagram, & Facebook
Sign up for our newsletter or book a call!
Visit: DTY Wealth Planning Solutions

Learn more about your ad choices. Visit megaphone.fm/adchoices
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33min
March 31, 2026 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 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:

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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52min
February 24, 2026 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 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

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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42min
January 06, 2026 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 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

Engage with David T. Yu:

Connect on LinkedIn, Instagram, & Facebook
Sign up for our newsletter or book a call!
Visit: DTY Wealth Planning Solutions

Learn more about your ad choices. Visit megaphone.fm/adchoices
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28min
December 30, 2025 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 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.

Engage with David T. Yu:

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Sign up for our newsletter or book a call!
Visit: DTY Wealth Planning Solutions

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5min
December 23, 2025 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, 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:
Connect on LinkedIn, Instagram, & Facebook
Sign up for our newsletter or book a call!
Visit: DTY Wealth Planning Solutions

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38min
December 16, 2025 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 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

Engage with David T. Yu:
Connect on LinkedIn, Instagram, & Facebook
Sign up for our newsletter or book a call!
Visit: DTY Wealth Planning Solutions

Learn more about your ad choices. Visit megaphone.fm/adchoices
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42min
December 09, 2025 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, 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

Engage with David T. Yu:
Connect on LinkedIn, Instagram, & Facebook
Sign up for our newsletter or book a call!
Visit: DTY Wealth Planning Solutions

Learn more about your ad choices. Visit megaphone.fm/adchoices
...more
33min

FAQs about Jet Setting Wealth Advisory:

How many episodes does Jet Setting Wealth Advisory have?

The podcast currently has 60 episodes available.