Jet Setting Wealth Advisory

By: David T. Yu
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  • Summary

  • 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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Economics Personal Finance Social Sciences Travel Writing & Commentary
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Episodes
  • Episode 15: Tax Strategies Every Aircraft Owner Needs to Know

    Episode 15: Tax Strategies Every Aircraft Owner Needs to Know
    Jan 28 2025
    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 mins
  • Federal Spending Reforms to Eliminate Inefficiencies with the Honorable David M. Walker

    Federal Spending Reforms to Eliminate Inefficiencies with the Honorable David M. Walker
    Dec 17 2024
    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 preparedness strategies. Drawing from his latest book, America in 2040: Still a Superpower?, he dives into the challenges facing the U.S. economy, the role of government accountability, and how individuals can safeguard their financial futures amidst growing fiscal pressures. Key Takeaways: → The U.S. is on an unsustainable fiscal path, and immediate action is required to address rising debt and interest expenses. → Government transformation must focus on outcomes, with streamlined operations and a clear national strategic plan. → The private sector can play a key role in reform, but public-private partnerships must balance innovation with public accountability. → Young leaders must engage in the conversation and push for responsible fiscal policies to avoid mortgaging their futures. → Personal financial preparedness is essential, with strategies like tax efficiency, private pensions, and diversified income sources critical for retirement security. More from David M. Walker and the Federal Fiscal Sustainability Foundation: Visit AmericaIn2040.com to explore David Walker’s work, latest op-eds, and resources. Check out his book America in 2040: Still a Superpower? which is now available for insights on preparing for economic challenges. 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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    55 mins
  • Challenging Traditional Financial Advice Through Rigging the Game with Dan Nicholson

    Challenging Traditional Financial Advice Through Rigging the Game with Dan Nicholson
    Dec 17 2024
    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 financial wisdom. Key Takeaways: → The importance of creating and following your personal "money rules" for financial success. → Why defining your "solvable problem" is essential for aligning wealth with life goals. → How understanding risk and leveraging asymmetric opportunities can optimize financial outcomes. → The critical distinction between maximizing and optimizing wealth strategies for entrepreneurs. → How innovative tax strategies, such as sovereign tax credits, drastically reduce tax liabilities. More from Dan Nicholson and Nth Degree CPA: Website: Nth Degree CPAs Listen: (UN)Conventional Wealth Podcast Read: Rigging the Game: How to Achieve Financial Certainty, Navigate Risk and Make Money on Your Own Terms 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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    55 mins

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