• Jet Setting Wealth Advisory

  • 著者： David T. Yu
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Jet Setting Wealth Advisory

著者： David T. Yu
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  • 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. Jet Setting Wealth Advisory
    Copyright 2024 Jet Setting Wealth Advisory, David Yu. All Rights Reserved.
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あらすじ・解説

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. Jet Setting Wealth Advisory
Copyright 2024 Jet Setting Wealth Advisory, David Yu. All Rights Reserved.
個人ファイナンス 旅行記・解説 社会科学 経済学
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エピソード
  • Maximize Your Wealth with Smart Tax Strategies with Michael Reeder, CPA

    Maximize Your Wealth with Smart Tax Strategies with Michael Reeder, CPA
    2025/03/18
    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 experience and a nationwide network of franchise consultants, Michael shares his unconventional path from college wanderer to owning the very firm that hired him out of school. From using cold showers and intermittent fasting to maintain focus to guiding clients through ROBS C-Corp structures and the SBA maze, Michael brings practical insight and infectious energy to every topic. Key Takeaways: → Bookkeeping isn’t just for taxes—it’s the foundation for strategic decision-making. → Strategic use of S-Corp elections and self-employed retirement plans can unlock major tax savings. → The Robs C Corporation structure offers a way to use retirement funds to launch a business—if used wisely. → Successful entrepreneurs prioritize low-cost living, self-discipline, and consistent routines. → SBA loans, securities-backed lines of credit, and defined benefit plans are powerful, underutilized tools for business growth. More from Michael Reeder and Reeder CPA Group: Website: https://www.reedercpagroup.com LinkedIn: https://www.linkedin.com/in/michael-reeder-cpa Engage with David T. Yu: Connect on LinkedIn, Instagram, & Facebook Sign up for our newsletter or book a call! Visit: DTY Wealth Planning Solutions Be a guest on the show: Contact Us Learn more about your ad choices. Visit megaphone.fm/adchoices
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    43 分
  • Own A Money-Making Machine: Revolutionize Your Business Growth with Finances

    Own A Money-Making Machine: Revolutionize Your Business Growth with Finances
    2025/02/04
    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 family's jewelry business, Patricia brings a unique perspective to the world of finance, shedding light on the importance of understanding financial statements to drive business success. Key Takeaways: → Dive into your revenue drivers to optimize cash flow and profitability. → Tailor financial strategies based on individual business goals and aspirations. → Overcome the fear of numbers by deeply understanding financial reports. → Transform your business into a well-oiled machine by making data-driven decisions. → Achieve financial independence and success by aligning business growth with personal goals. More from Patricia Santayana: Patricia Santayana, CPA, is Delphi Advisory Services's president, specializing in helping entrepreneurs unlock their business potential. With a focus on financial assessment and strategic planning, Patricia empowers business owners to take control of their finances and achieve long-term success. Connect with Patricia: Free Download: https://www.delphiadvisoryservices.com/parts Email: patricia@delphiadvisoryservices.com 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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    24 分
  • Tax Strategies Every Aircraft Owner Needs to Know

    Tax Strategies Every Aircraft Owner Needs to Know
    2025/01/28
    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 Asset, and shares actionable tips for new and seasoned aircraft owners alike. Key Takeaways: →The benefits and pitfalls of aircraft leasebacks for flight schools. → How to navigate IRS passive loss rules for aviation assets. → Strategies for maximizing tax benefits through bonus and regular depreciation. → The hidden costs of aircraft ownership and how to plan for them. → Why comprehensive pre-purchase inspections and proper financial planning are essential. More from Harry Daniels Jr.: Read: "Making the Most of Your Aircraft Asset" in Planes and Pilot Magazine. LinkedIn: Harry Daniels Jr. Instagram: @DuganJoinerCPA 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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    35 分

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