エピソード

  • Episode 40: Lifestyle-Focused Wealth Planning for Meaningful Retirement

    Episode 40: Lifestyle-Focused Wealth Planning for Meaningful Retirement
    2025/12/16
    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 offers a clear, practical playbook for turning experience into lasting prosperity. Key Takeaways: → Start with a lifestyle blueprint; back into assets, cash flow, and timelines. → Getting tax, estate, investment, and real estate voices in the same room → Consider 1031s into DSTs to keep income and time while deferring tax → Risk is felt more on the downside; calibrate portfolios to your true loss tolerance → Build the plan 5–10 years early, then reverse-engineer the path to your ideal next decade More from Brian Evans and Madrona Financial & CPAs: Website: madronafinancial.com LinkedIn: linkedin.com/in/brianevanscpapfs Facebook: facebook.com/MadronaFinancial 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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    41 分
  • Episode 39: Transforming Accounting into a Tool for Entrepreneurial Success

    Episode 39: Transforming Accounting into a Tool for Entrepreneurial Success
    2025/12/09
    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 that make you scalable and sellable—plus practical insights on using advisors, stabilizing revenue, and clarifying your personal definition of success. Key Takeaways: → Importance of record keeping: track every dollar, keep receipts, and stay audit-ready → Don’t chase only top-line; manage expenses and systems to maximize what you keep → Use the right advisors at the right time (CPA vs. EA vs. tax attorney) → To sell: show consistent revenue, documented processes, and a team that runs without you → Define success, hire for gaps, and let systems buy back your time More from Wendy Barlin: Email: wendy@wendybarlin.com Website: wendybarlin.com LinkedIn: linkedin.com/in/wendybarlin Instagram: instagram.com/wendybarlincpa 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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    32 分
  • Episode 38: Tax Clarity Without the Panic: RSUs, Withholding, and Timing

    Episode 38: Tax Clarity Without the Panic: RSUs, Withholding, and Timing
    2025/12/02
    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 increasingly leading household finances benefit from jargon-free guidance and year-round planning. Key Takeaways: → RSUs often withhold at 22% while your actual bracket may be higher → Track your basis at vesting so you don’t get taxed twice when you sell → Time ISO exercises with AMT in mind and your full income picture → Proactive, year-round planning beats last-minute filings for stress and penalty avoidance → Separate business and personal accounts to strengthen deductions and clean books More from Ariel Haughton/Barry Kaufman and Goldstein Tax Advisors:Email: tax@goldsteintaxadvisors.comWebsite: goldsteintaxadvisors.comLinkedIn: linkedin.com/in/ariel-haughton 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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    37 分
  • Episode 37: Building Success Through Relationships and Personalized Solutions

    Episode 37: Building Success Through Relationships and Personalized Solutions
    2025/11/25
    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 kindness, mentorship, and culture are the ultimate competitive edge in business. Key Takeaways: → How being fired weeks before her wedding inspired her to launch a multimillion-dollar firm → Why culture, kindness, and flexibility are the ultimate competitive advantage in business → How to use automation and AI to enhance—not replace—human expertise → The essential financial metrics every growing business should track for stability and scale → Why authentic leadership and mentorship create lasting loyalty and long-term success More from Jennifer Barnes and Optima Office: Email: jennifer@optimaoffice.com Website: optimaoffice.com LinkedIn: linkedin.com/in/jennifer-barnes-mba Facebook: facebook.com/OptimaOffice Instagram: https://www.instagram.com/optimaoffice 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
  • Episode 36: Uncovering Fraud: The Power of Forensic Accounting

    Episode 36: Uncovering Fraud: The Power of Forensic Accounting
    2025/11/18
    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 the true value of their business. Key Takeaways:→ Why most financial frauds persist—and how simple oversight could have stopped them → How to use “forensic thinking” to identify hidden risks, even when your books seem clean → The difference between fair market and strategic value→ How owners can prevent losses with proactive internal controls → Why skepticism, not trust, is a business owner’s best defense against fraud More from Jeff Neumeister: Email: Jeff.Neumeister@kellypartners.comWebsite: https://www.kellypartners.com/LinkedIn: https://www.linkedin.com/in/forensicacctFacebook: facebook.com/neumeistercpaInstagram: instagram.com/neumeistercpa/ 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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    30 分
  • Episode 35: Enhancing Flight Safety through Innovative Solutions

    Episode 35: Enhancing Flight Safety through Innovative Solutions
    2025/11/11
    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, higher throughput, safer ops→ TERPS vs. PANS-OPS: obstacle data drives your minimums→ Advanced RNP + guided visuals: straighter lines, lower mins, safer GA→ Helicopter IFR/ZK routes: 3D paths, safer missed approaches, broader access→ Proven safety enablers: weather cameras, peer support, and AAM/vertiport readiness More from Chris Baur and Hughes Aerospace Corporation: Website: hughesaerospace.comLinkedIn: www.linkedin.com/in/chrisbaurFacebook: www.facebook.com/HUGHESNEXTGENTwitter (X): x.com/hughesaerospace 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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    48 分
  • Episode 34: Turning Financial Blind Spots into Strategic Opportunities

    Episode 34: Turning Financial Blind Spots into Strategic Opportunities
    2025/10/28
    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 meetings transform small business decision-making.→ How strategic tax planning impacts profitability and cash flow.→ The importance of structuring business entities correctly for maximum benefits.→ Creating a holistic financial strategy that integrates personal and business goals.→ Practical examples of resolving accounting discrepancies and improving long-term business outcomes. More from Borbala Banto and Concierge CPAs: Website: https://conciergecpas.com/LinkedIn: https://www.linkedin.com/in/borbalabanto/Facebook: https://www.facebook.com/ConciergeCPAs 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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    36 分
  • Episode 33: Empowering Growth Through Financial Understanding

    Episode 33: Empowering Growth Through Financial Understanding
    2025/10/21
    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 traditional outsourcing → Avoiding common financial pitfalls that derail growth during funding rounds, acquisitions, and scaling → Leveraging AI and workflow automation to make financial processes more transparent and actionable → The importance of financial clarity across the organization to empower leadership and teams → How strategic financial planning and technology integration can save time, reduce costs, and enhance decision-making More from Ted Rose and Rose Financial: Website: rosefinancial.com LinkedIn: linkedin.com/in/rosefinancial Facebook: facebook.com/RoseFinancial 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