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: tait@turbinecap.com

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

Are 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 on business advisory, strategic tax planning, exit planning, and building a company that creates long-term value. Drawing on decades of experience in sales, consulting, technology, and public accounting, Kep explains why business owners need more than compliance work and traditional tax preparation. From using financial numbers to make better decisions to creating systems, developing scalable teams, planning for exit, and strengthening the brain as a business tool, this episode highlights how entrepreneurs can move beyond owner dependence and build stronger, more valuable businesses.

Key Takeaways:

→ Business owners need advisors who help them make better decisions, not just prepare tax returns

→ Scalable companies require systems, policies, and teams that reduce owner dependence

→ Financial numbers should guide business decisions, not just satisfy compliance

→ Exit planning is about value, purpose, and readiness, not just retirement

→ Brain performance, creativity, and decision-making are key tools for business growth

More from Kep Kepner and KepnerCPA:

Website: kepnercpa.com

LinkedIn: linkedin.com/company/kepnercpa

Facebook: facebook.com/KepnerCPA

Instagram: instagram.com/kepnercpa

Engage with David T. Yu:

Connect on LinkedIn, Instagram, & Facebook

Sign up for our newsletter or book a call

Visit: DTY Wealth Planning Solutions

Are 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 sharp and practical conversation on proactive tax planning. Ed explains why the tax code should be viewed less like a list of restrictions and more like a roadmap filled with “green lights” that Congress intentionally created for business owners and high-income earners. From legal tax avoidance and entity structuring to advisor coordination, plain-English planning, and the difference between reactive preparation and proactive strategy, this episode challenges listeners to stop waiting until year-end and start making smarter tax decisions throughout the year.

Key Takeaways:

→ The tax code contains incentives business owners often overlook

→ Tax planning is not about being aggressive; it is about being proactive

→ Many CPAs focus on tax preparation, not forward-looking tax mitigation

→ Plain-English planning helps business owners understand opportunities better than spreadsheets alone

→ Coordinated advisors can uncover strategies that siloed professionals often miss

More from Edward Lyon:

Website: ⁠excelempire.com⁠

Website: ⁠edwardalyon.com⁠

LinkedIn: ⁠linkedin.com/in/edward-lyon-7a9168⁠

Engage with David T. Yu:

Connect on⁠ LinkedIn⁠,⁠ Instagram⁠, &⁠ Facebook⁠

Sign up for our⁠ newsletter⁠ or⁠ book a call⁠

Visit:⁠ DTY Wealth Planning Solutions