Oct 27, 202642 minS1
Want to stop treating taxes as something you deal with after the year is over? On the latest episode of Jet Setting Wealth Advisory , David T. Yu speaks with Steven Jarvis, CPA and CEO of Retirement Tax Services, for an...
leisure
Jet Setting Wealth Advisory
Hosted by David T. Yu · leisure · EN-US
About this Podcast:
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 f
Pitch Analysis
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Contact path
Verified email
Booking probability
33%
Guest openness
Selective
80/100
Required Score
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Signup to Generate a PitchQuestions about Jet Setting Wealth Advisory
What is Jet Setting Wealth Advisory about?
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.
Who hosts Jet Setting Wealth Advisory?
Jet Setting Wealth Advisory is hosted by David T. Yu. The show has published 62 episodes to date.
What has Jet Setting Wealth Advisory covered recently?
Recent episodes include "Episode 62: Why Tax Planning Beats Tax Preparation Every Time" (27 October 2026, 42 minutes), "Episode 61: 72T: A Game Changer for Early Retirement" (13 October 2026, 44 minutes), and "Episode 60: Navigating IRS Challenges: Tax Resolution Strategies for Business Owners" (29 September 2026, 48 minutes).
How often does Jet Setting Wealth Advisory publish?
Jet Setting Wealth Advisory publishes roughly every two weeks, with episodes averaging 41 minutes across 62 episodes.
How hard is it to get booked on Jet Setting Wealth Advisory?
Booking probability for Jet Setting Wealth Advisory is 33%, and the host is rated Selective on guests. Jet Setting Wealth Advisory requires a Pod Score of 80 or higher. Jet Setting Wealth Advisory's contact route on record: verified email.
Who should pitch Jet Setting Wealth Advisory?
The strongest fits for Jet Setting Wealth Advisory are Investing & Wealth Management. Jet Setting Wealth Advisory has a leisure audience.
About the host
David T. Yu hosts Jet Setting Wealth Advisory, a leisure podcast with 62 episodes published.
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Recent episodes
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Oct 13, 202644 minS1Want to access your retirement savings before 59½ without the usual 10% early withdrawal penalty? On the latest episode of Jet Setting Wealth Advisory , David T. Yu speaks with Rob Townend, CPA and founder of Early...
Sep 29, 202648 minS1Facing IRS problems can feel overwhelming, but having the right strategy can make all the difference. On the latest episode of Jet Setting Wealth Advisory , David T. Yu speaks with Hubert Johnson, tax attorney...
Sep 1, 202637 minS1Want 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...
Aug 11, 202651 minS1Are you building a business, or just building yourself a job? On this episode of Jet Setting Wealth Advisory , David T. Yu speaks with Kep Kepner, founder and managing partner of KepnerCPA, for a practical conversation...
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Aug 4, 202644 minS1Are you still managing taxes by looking backward? On the lastest Jet Setting Wealth Advisory, David T. Yu welcomes back Edward Lyon, tax attorney, speaker, consultant, and Chief Tax Planner at Excel Empire, for another...
Jet Setting Wealth Advisory
Episode 56: Cross-Border Tax Planning for Expats and Entrepreneurs
Jul 21, 202624 minThinking about living, working, or doing business abroad? On this episode, David continues his conversation with Vincenzo Villamena, Founder and CEO of Online Taxman, for Part 2 of their discussion on international tax...
Episode #54
Helping Older Adults Stay Financially Organized and Independent
Jul 7, 202622 minS1<p>Want to make sure your family is prepared for the financial realities that come with aging?</p> <p><br></p> <p>On the latest Jet Setting Wealth Advisory, David T. Yu speaks with Trina McWilliams, Founder of Trusted...
Episode #54
Episode 54: Helping Older Adults Stay Financially Organized and Independent
Jul 7, 202622 minS1Want to make sure your family is prepared for the financial realities that come with aging? On the latest Jet Setting Wealth Advisory, David T. Yu speaks with Trina McWilliams, Founder of Trusted Direction and Americas...
Episode #53
How 1031 Exchanges Preserve Wealth and Defer Taxes
Jun 30, 202648 minS1<p>Want more flexibility when selling an investment property?</p> <p><br></p> <p>On this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Dave Foster, founder of The 1031 Investor and a qualified...
Episode #53
Episode 53: How 1031 Exchanges Preserve Wealth and Defer Taxes
Jun 30, 202648 minS1Want more flexibility when selling an investment property? On this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Dave Foster, founder of The 1031 Investor and a qualified intermediary for 1031...
Episode #52
Navigating Private Aircraft Ownership and Tax Compliance
Jun 9, 202654 minS1<p>Want to understand the tax and compliance issues before buying an aircraft?</p> <p><br></p> <p>On this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Letisha Sailor, founder of AvTax Advisors, for a...
Episode #50
Tax Strategy and Compliance in the Northern Mariana Islands
Jun 2, 202651 minS1<p>Thinking about relocating for tax reasons? It’s not as simple as counting days on a calendar.</p> <p><br>On this week's Jet Setting Wealth Advisory, David T. Yu speaks with Tina Azarvand Esq., Managing Partner of...
Episode #50
Bridging Tax, Legal, and Financial Strategy for Business Owners
May 26, 202640 minS1<p>Want to stop treating your business, taxes, and legal planning like separate conversations?</p> <p><br>On this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Chris Papin, founder of Papin CPA and...
Episode #49
Smarter Aircraft Ownership Through Tax Strategy and Compliance
May 19, 202643 minS1<p>Want to avoid costly tax mistakes with your aircraft ownership?</p> <p><br>On the latest Jet Setting Wealth Advisory, David T. Yu speaks with Ryan DeMoor, Head of Aviation Tax at MySky, for an in-depth conversation...
Episode #48
Forward-Looking Tax Planning for High-Income Earners
May 4, 202641 minS1<p>Want to stop treating taxes like something that just happens to you?</p> <p><br></p> <p>On today's episode of Jet Setting Wealth Advisory, David T. Yu speaks with Robert Keller and Edward Lyon of Excel Empire, for a...
Episode #47
Rewriting Your Money Story for Better Financial Decisions
Apr 14, 202631 minS1<p>Want to improve your relationship with money and reduce financial stress?</p> <p><br></p> <p>On this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Tari Vickery, author of The Emotional Side of...
Episode #46
Using Financial Data for Smarter Business Decisions
Apr 7, 202632 minS1<p>Want to make smarter business decisions with your financial data?</p> <p><br></p> <p>On this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Tevia Hoalst, owner and CEO of TeKoda Accounting, for a...
Episode #45
Estate Planning That Actually Protects Your Family
Mar 31, 202651 minS1<p>Do you have a plan in place if something happens to you, or are you leaving your family to figure it out in court?</p> <p><br></p> <p>On today's episode of Jet Setting Wealth Advisory, David T. Yu speaks with Kristen...
Episode #44
Why Exceptional Service Becomes a Long-Term Advantage
Feb 24, 202641 minS1<p>How do you build a luxury brand by saying “yes” when everyone else says no?</p> <p><br>On the latest episode of Jet Setting Wealth Advisory, David speaks with Kaye Gitibin, Co-Founder and CEO of Go Rentals, for a...
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