Jet Setting Wealth Advisory

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...

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 deci...

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...

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...

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 et...

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.

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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...

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 offe...

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 th...

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 in...

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 kindnes...

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 t...

What happens when a 787 captain, helicopter rescue pilot, and airspace designer reimagines how we move through the sky?

In this episode, David speaks with Chris Baur, President & CEO of Hughes Aerospace and active Boeing 787 captain. Chris unpacks how performance-based navigation (PBN), advanced RNP, and helicopter IFR open safer, smarter routes—plus what it takes to integrate eVTOLs and UAS into everyday airspace. He also shares lessons from leading the longest helicopter oceanic rescue on record and why peer support and weather cameras save lives.

Key Takeaways:
→ PBN/NextGen: shorter routes, lower emissions, high...

Feeling overwhelmed by your business finances?

In this week's episode of Jet Setting Wealth Advisory, David speaks with Borbala Banto, CPA and founder of Concierge CPAs, a boutique advisory and accounting firm helping business owners across 23 states gain control, clarity, and freedom. Borbala shares how her firm blends tax strategy, CFO services, and holistic advisory to help entrepreneurs make stress-free, profitable decisions. She also discusses her book, 57 Ways to Grow Your Business, and actionable strategies for S Corp elections, retirement plans, and business entity structuring.

Key Takeaways:
→ Why regular advisory CPA meet...

Is your company’s financial function holding back growth? 

This week on Jet Setting Wealth Advisory, David T. Yu speaks with Ted Rose, MBA, CPA, and CEO of Rose Financial Solutions. Ted shares his journey from Pricewaterhouse to founding a pioneering finance-as-a-service firm, transforming traditional accounting into a strategic growth engine. Learn how his AI-enabled platform, Easby, helps CEOs and CFOs make faster, more informed decisions while maintaining compliance and operational efficiency.

Key Takeaways:

→ Understanding finance as a service and how it differs from tradi...

Ever wondered what it’s really like to be audited by the IRS?

On this week's episode of Jet Setting Wealth Advisory, David T. Yu speaks with Romeo Razi, CPA, former IRS agent, and founder of TaxedRight, who shares his rare insider perspective on audits, compliance, and strategies for small business owners and high-income earners. Drawing from his experience on both sides of the audit table, Romeo explains how to approach IRS letters with confidence, avoid common mistakes, and implement tax strategies that reduce risk while keeping more of your earnings. He also shares insights from his...

Ready to take your travel experience to the next level? 

In the latest episode of Jet Setting Wealth Advisory, David T. Yu is joined by James Butler, CEO of Shaircraft Solutions, a leading private aviation consulting firm. James, a recognized expert in the private air travel industry, shares his insights on fractional jet ownership, jet cards, and charter agreements, revealing strategies that can help travelers save money and make smarter decisions in the skies. With over 25 years of experience, James guides clients through the complexities of private air travel, ensuring that they get the best deal, maintain se...

Is it time to rethink how you approach financial planning?

In this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Beth Goldstein, Owner of Goldstein Tax Advisors, and Barry Kaufman, CPA & Partner, about proactive strategies for high-income earners and business owners. From navigating the complexities of W2 income and equity compensation to maximizing deductions on real estate investments, Beth and Barry share their client-first approach to building long-term financial relationships. With insights ranging from charitable giving to cost segregation and 1202 stock sales, they show how strategic planning and the right team can reduce stress...

Are you ready to shift from simply paying taxes to multiplying your wealth and building an abundant lifestyle?

In this episode of Jet Setting Wealth Advisory, David T. Yu is joined by Jeff Badu, licensed CPA, parallel entrepreneur, and wealth multiplier. As founder and CEO of Badu Tax Services, Jeff leads a premier CPA firm serving over 3,000 clients across all 50 states and 25 countries. From his roots in Ghana to building a multinational enterprise, Jeff shares how proactive planning, financial education, and the right mindset empower business owners and high-income earners to reduce tax liability and create l...

Are you missing out on tax strategies that could be fueling your business growth and building long-term wealth?

In this episode of Jet Setting Wealth Advisory, David T. Yu sits down with James Rainwater, CEO & Chief Tax Strategist of Rainwater.CPA, a boutique tax advisory firm serving seven- to eight-figure business owners. With a background spanning national CPA firms, private industry, and CFO roles, James brings a unique blend of real-world operational insight and deep tax strategy expertise. He shares actionable ways to reduce tax burdens legally, from core planning fundamentals to advanced strategies...

Are you ready to stop overpaying the IRS and finally take control of your tax strategy—without the confusion and guesswork?

In the latest episode of Jet Setting Wealth Advisory, David T. Yu sits down with Mike Jesowshek, CPA, founder of TaxElm and host of the Small Business Tax Savings Podcast. With a passion for simplifying complex tax strategies, Mike has helped thousands of entrepreneurs reduce their tax burdens legally and efficiently. Together, they unpack the misconceptions around tax planning, the difference between filing and true strategy, and how small business owners can start maximizing deductions imme...

Are you ready to discover the secrets behind maximizing tax savings, building strong client relationships, and mastering the art of effective communication in the world of finance and entrepreneurship?

In this episode of Jet Setting Wealth Advisory, David T. Yu is joined by accounting professional and Managing Member of PRP & Associates, LLC, Paul Pahoresky. David engages in a dynamic conversation with Paul, shedding light on the transition from corporate finance to entrepreneurship. Paul's insights, inspired by books like "The Lean Startup" by Eric Ries and podcasts such as "How I Built This" with Guy Raz, offer a...

How do you keep millions of passengers safe in the sky—and what happens when the future of flight includes no pilot at all? 

In this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Captain John Cox, a renowned aviation safety expert with over 55 years of experience. Captain Cox has shared his expertise through Safety Operating Systems, shaping safety management systems globally. He emphasizes the importance of safety culture and the challenges faced by the aviation industry in integrating unmanned vehicles into airspace.

Key Takeaways:

→ Safety Management Syste...

Are you maximizing your tax strategy to fuel business growth?

In the latest episode of Jet Setting Wealth Advisory, David T. Yu sits down with Bette Hochberger, CPA and founder of a modern, forward-thinking advisory firm. Bette reveals the power of proactive tax planning, sharing how her firm helps entrepreneurs, small businesses, and real estate investors optimize their finances. With a focus on cloud-based accounting and fractional CFO services, Bette explains how entrepreneurs can prioritize profit, streamline their financial operations, and navigate complex tax systems—particularly in emerging industries like crypto. She also highlights key tax-saving opp...

Are you aware of the hidden legal risks lurking in your aircraft ownership and operations?

In the latest episode of Jet Setting Wealth Advisory, David T. Yu is joined by David Norton, Head of the Aviation Practice at Shackelford, McKinley & Norton, LLP. David delves into the importance of aviation safety, compliance with FAA regulations, and responsible flying practices. He emphasizes the significance of understanding FAA regulations in aircraft ownership and operation to avoid illegal activities and penalties. David also highlights the financial aspects of aircraft ownership, stressing the need for strategic tax planning to prevent regulatory issues...

Are you curious about the secrets to a successful career in aviation? In this episode of Jet Setting Wealth Advisory, David T. Yu is joined by Erika Armstrong, the Director of Marketing for Advanced Aircrew Academy. 

Erika's remarkable journey from a pilot at a small Minnesota airport to a prominent educator and business leader is a testament to resilience and adaptability in the ever-evolving aviation industry. Drawing from her experiences and insights shared in her best-selling memoir "A Chick in the Cockpit," Erika delves into the importance of real-world experience, having a backup plan, and the b...

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...