Jet Setting Wealth Advisory

Jet Setting Wealth Advisory

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Jet Setting Wealth Advisory episodes

  • Episode 1: Aviation Safety: Medical Expert Insights featuring Dylan Caldwell

    Dylan Caldwell is an experienced FAA-certified aviation medical examiner dedicated to maintaining pilot health. With a background in emergency medicine and a passion for flying, Caldwell transitioned to aviation medicine five years ago and understands the critical importance of keeping pilots healthy. He emphasizes the significance of weight management and lifestyle changes such as healthy eating and regular exercise to prevent conditions like high blood pressure and diabetes, which are crucial for passing medical exams. Caldwell adeptly navigates the FAA bureaucracy to help pilots manage their health issues and return to the skies, ensuring that they can continue to fly safely and maintain their aviation licenses.


    Here’s what to expect in this episode:

    • Different classes of medical certificates are required based on the type of pilot, such as third class for private pilots and first class for airline transport pilots.


    • Pilots with certain medical conditions like hypothyroidism or high blood pressure need to provide detailed progress notes from their doctors to maintain their medical certificates.


    • Dr. Caldwell emphasizes the importance of weight management, regular exercise, and healthy eating habits for pilots' well-being.

      

    • FAA updates aviation medical standards regularly, including recent changes in handling pilots with past episodes of depression or anxiety.

     

    • Aviation Medical Examiners (AMEs) are crucial in guiding pilots with medical conditions that do not meet regulatory standards to specialists.



    Connect with Dylan Caldwell, M.D.

    https://www.linkedin.com/in/aviatorsclinic/


    Connect with David T. Yu:

    https://www.dtywealthplanningsolutions.com/

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    27 min
  • Trailer: 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.

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

    2 min
  • 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 Turbine Capital, for a practical conversation on passive income, alternative investments, tax efficiency, and building long-term wealth beyond aviation. As an airline captain, third-generation aviator, real estate investor, and co-host of the Passive Income Pilots podcast, Tait shares how pilots can think differently about income, diversification, and financial freedom. From real estate and private credit to oil and gas, depreciation, 401(k) limitations, and proactive tax planning, this episode highlights why high income alone does not guarantee financial independence.



    Key Takeaways:


    → High income does not automatically create financial freedom

    → Alternative investments can help create a “now bucket” outside of retirement accounts

    → Pilots need education beyond 401(k) planning to make more informed financial decisions

    → Real estate, oil, and gas investments may offer tax advantages when structured properly

    → Building passive income can make flying a choice, not just a financial requirement





    More from Tait Duryea and Turbine Capital:


    Email: [email protected]

    Website: turbinecap.com

    LinkedIn: linkedin.com/in/taitduryea

    Facebook: facebook.com/TurbineCap

    Instagram: instagram.com/turbinecapital





    Engage with David T. Yu:


    Connect on LinkedIn, Instagram, & Facebook

    Sign up for our newsletter or book a call

    Visit: DTY Wealth Planning Solutions

    37 min

About Jet Setting Wealth Advisory

From the publisher's feed

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.