Jet Setting Wealth Advisory

Want to know how pilot retirements and aircraft delays are shaping the future of aviation careers? Tune in to our latest episode as Kit Darby returns to uncover the secrets of the pilot job market and strategic career planning in the sky!

In this episode of Jet Setting Wealth Advisory, David T. Yu welcomes back Kit Darby, a leading expert in pilot career development with over 40 years in the aviation industry, who provides insights into the complexities of the pilot job market through his consulting work at Kittar.com. Kit highlights the impending need...

Ever wondered how to navigate the highs and lows of the airline industry to secure your dream pilot career? Learn how strategic planning, perseverance, and timing can make all the difference from our expert guest, Captain Kit Darby!

In this episode of Jet Setting Wealth Advisory, David T. Yu engages in an insightful conversation with Captain Kit Darby, a renowned expert in pilot career forecasting, with decades of experience at the intersection of aviation operation and workforce economics. He founded KitDarby.com Aviation Consulting to specialize in pilot career forecasting and airline industry trends...

Ever wondered how meticulous asset valuation can impact your tax outcomes? Tune in to discover the secrets behind optimizing wealth transfer and tax compliance with highly regarded tax and estate planning expert, Eric Lanning!

In this episode of Jet Setting Wealth Advisory, host David T. Yu speaks with Eric Lanning, a highly respected counsel at Frost Law with over two decades of experience in taxation of insurance, annuity products, and estate planning. Eric shares invaluable insights into meticulous asset valuation, proactive estate planning, and the importance of tax-efficient setups such as LLCs for effective asset management. He...

What does it take to navigate the complexities of the aviation industry and emerge successful? Find out how the power of vision, resilience and a commitment to diversity can shape a thriving career in aviation. 

In this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Diana Hernandez, the founder of Login Aviation Services. Diana's path began during the 2008 financial crisis with an unexpected business opportunity in Florida, igniting a 20-year expedition from managing aircraft component sales to establishing her own thriving company. Her perspective on her journey highlights the importance of seizing opportunities and r...

Are you a business owner or an aspiring entrepreneur looking to minimize taxes, grow wealth, and avoid the most common financial pitfalls? This episode is your blueprint for building a profitable and sustainable business—without losing your mind (or your sleep).

In this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Michael Reeder, CPA and Managing Partner of Reeder CPA Group. Michael is a trusted advisor to franchise owners and small business entrepreneurs, known for his deep expertise in strategic tax planning, entity structuring, and creative funding strategies. With over 14 years of...

When it comes to running a successful business, having a solid financial strategy in place is crucial. Whether you're a startup or a well-established company, understanding your financial health, managing cash flow, and analyzing financials are all key components to achieving business success and sustainable growth.

In this episode of Jet Setting Wealth Advisory Podcast, host David T. Yu engages in a dynamic conversation with Patricia Santayana, CPA, financial strategist, and business transformation expert. Patricia's expertise lies in unraveling financial inefficiencies and guiding entrepreneurs toward enhanced cash flow and profitability. Drawing inspiration from her...

Have you ever wondered how owning an aircraft could transform your financial strategy? Discover insider secrets to making your aviation passion a profitable venture.

In this episode of Jet Setting Wealth Advisory, David T. Yu speaks David T. Yu speaks with Harry Daniels Jr., a Certified Public Accountant, Certified Financial Planner, and licensed private pilot with over four decades of expertise. Together, they explore the financial intricacies of aircraft ownership, tax strategies, and how to integrate aviation into your business planning. Harry also discusses highlights from his article, Making the Most of Your Aircraft...

How can we secure America’s fiscal future while preparing for the rising challenges of debt, government inefficiency, and economic uncertainty? Are we ready to take bold steps to ensure a sustainable path forward?

In this episode of Jet Setting Wealth Advisory, David T. Yu speaks with the Honorable David M. Walker, a renowned fiscal responsibility advocate and former Comptroller General of the United States.  With over 40 years of executive experience spanning the public, private, and nonprofit sectors, Walker shares his insights on transforming government efficiency, strategic fiscal reform’s importance, and actionable financial prepar...

Are you ready to take control of your finances and build wealth on your terms?

In this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Dan Nicholson, bestselling author, award-winning CPA, and founder of Nth Degree CPA. Known for his groundbreaking book Rigging the Game and the (UN)conventional Wealth podcast, Dan shares his unique approach to achieving financial certainty, navigating risks, and optimizing wealth for small business owners. From debunking myths about financial success to explaining how to leverage "solvable problems," this episode is packed with insights that challenge traditional...

Are you ready to take control of your finances and build wealth on your terms?

In this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Dan Nicholson, bestselling author, award-winning CPA, and founder of Nth Degree CPA. Known for his groundbreaking book Rigging the Game and the Rigging the Game podcast, Dan shares his unique approach to achieving financial certainty, navigating risks, and optimizing wealth for small business owners. From debunking myths about financial success to explaining how to leverage "solvable problems," this episode is packed with insights that challenge traditional...

Ever wondered how to navigate the maze of IRS tax controversies and safeguard your wealth in a changing tax landscape?

In this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Michael Kramarz, Principal at Kaufman Rossin's Tax Service Advisory Group and a former IRS Special Trial Attorney. Michael shares over 14 years of expertise in navigating complex tax matters, from high-stakes IRS disputes to creative tax planning for businesses and high-net-worth individuals. With insights drawn from his work in the public and private sectors, Michael offers actionable advice on managing IRS audits...

Are you ready to unlock the secrets to financial freedom and learn how to build lasting wealth as an entrepreneur?

In this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Suzanne Mariga, CPA, fractional CFO, and CEO of the Mariga Group. Suzanne is a Profit First expert and author of Profit First for Minority Business Enterprises, a Publisher’s Weekly Editor’s Pick. In this engaging conversation, Suzanne dives deep into actionable strategies for wealth building, tax optimization, and creating a profitable business, drawing on her extensive experience with seven- and eigh...

Tamika Moses and Denise Chambers Palmer are two trailblazing figures in the South Florida real estate landscape, whose journeys reflect their dedication to excellence and empowerment in the industry. Tamika, who originally aspired to be a sportscaster, has become an award-winning real estate leader and the first African American woman to serve as president-elect of the Miami Association of Realtors Commercial Board, emphasizing the importance of confidence, community involvement, and continuous education. Denise, with over 15 years of experience, founded Keys to Legacy Realty Brokerage and focuses on the relentless effort and consistency required in real estate, advocating for mentorship...

Charles Read, a seasoned certified public accountant with extensive experience in various sectors, offers a critical perspective on the current state of IRS budget allocation. With a looming personnel crisis as many agents near retirement and the agency's reliance on outdated technology, Read underscores the urgent need for increased funding to modernize and improve efficiency. However, he cautions that while the IRS is set to receive a substantial budget over the next decade, the benefits of these investments will take time to manifest, particularly in training new agents. Read advocates for a balanced approach to tax policy, emphasizing fair...

Christian Rivera, founder of e-commerce Accountants, is a renowned expert in tax planning and business structuring for the e-commerce sector. With a wealth of experience assisting digital marketers and Amazon sellers, Rivera emphasizes the critical importance of understanding the true value of your business and strategically reinvesting for long-term wealth building. He advises entrepreneurs to steer clear of debt and remain vigilant about tax efficiencies and regulations, particularly in the ever-evolving e-commerce landscape. Through his firm's services and insights, Rivera has garnered accolades from major industry influencers, demonstrating his commitment to helping online businesses navigate financial complexities and achieve...

Tatiana Tsoir, a renowned certified public accountant and CFO with nearly two decades of experience, offers a unique and empowering perspective on tax planning and wealth building. As a best-selling author and speaker, Tsoir emphasizes the importance of taking responsibility for one's financial present and future through strategic planning and a proactive approach. She highlights how personal experiences shape business decisions, underscoring the significance of understanding price psychology and its influence on consumer perceptions. Tsoir's guidance is particularly valuable for entrepreneurs and individuals in niche industries, as she champions structured financial planning, multiple business entities for optimal tax savings...

Suzanne Engel, a seasoned CFO consultant from Michigan now based in Florida, is renowned for guiding entrepreneurs towards financial clarity and strategic wealth building through expert advice. As the founder of Easy Breezy Bookkeeping, she leverages her expertise as a certified QuickBooks pro advisor to innovate beyond traditional accounting practices, emphasizing the necessity of expert guidance in wealth management. Suzanne advocates for entrepreneurs to surround themselves with successful individuals and seek advice from financial advisors and attorneys, as these steps were pivotal in her own journey starting her first business at 25. By aligning personalized tax-saving strategies and financial literacy...

Forrest Owens is a distinguished board-certified aviation law specialist who founded Aviation Legal Counsel in 2017, aiming to provide specialized legal services in the aviation industry. With a solid educational foundation in aviation technology and finance, Owens combines his expertise in corporate and business law with a deep understanding of FAA regulations and international standards. His passion for aviation law, sparked during his early studies and work with turbine engine manufacturers, drives his mission to help clients navigate complex legal landscapes, from aircraft transactions and airmen defense to airport real estate and civil litigation. Owens views his role as a...

Larry Morales, founder and owner of Skywater Group, has built a Fort Lauderdale-based conglomerate that excels in high-value asset trades, including aircraft, yachts, and real estate. His journey into this niche business began while flying corporate jets, leading him to study corporate aviation at the University of Virginia Darden School of Business, inspired by a mentor who managed corporate jets. Morales emphasizes the importance of seamless brokerage services and cultivating strong client relationships, leveraging his diverse background as a licensed realtor, yacht broker, and professional pilot. By integrating cutting-edge technology and personalized communication, Skywater Group ensures efficient and ethical...

Jill Brickel is a distinguished certified public accountant and personal financial specialist who currently serves as the president of Brickell and Company, PA CPAs and consultants. Reflecting on her career journey, Jill acknowledges that her focus on running her practice and raising her children has limited her involvement in philanthropic activities, though she has participated in professional organizations and scholarship funds in the past. She emphasizes her current work in the entertainment industry, where she supports clients in dealing with unions and provides crucial financial guidance. Despite not taking on leadership roles in community initiatives, Jill expresses a willingness...

KJ McCarter is a certified public accountant specializing in aviation tax consulting, bringing a wealth of expertise in tax analysis, business development, and client management to the table. A distinguished graduate of Indiana University's Kelley School of Business, KJ began his career at a big four public accounting firm before joining Aviation Tax Consultants in 2021, a firm founded by his father. McCarter's main focus is on aiding business owners in maximizing income tax benefits from aircraft ownership, emphasizing the importance of early and proactive tax planning, particularly for sales and use tax. Offering complimentary consultations, KJ is dedicated to...

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...

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.

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