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Jet Setting Wealth Advisory: Daily Summaries Delivered
by David T. Yu
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.
Latest Episodes
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- 2 weeks ago36 min
Episode 59: Passive Income Beyond the Cockpit
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 requirementMore from Tait Duryea and Turbine Capital:Email: tait@turbinecap.comWebsite: turbinecap.comLinkedIn: linkedin.com/in/taitduryeaFacebook: facebook.com/TurbineCapInstagram: instagram.com/turbinecapitalEngage with David T. Yu:Connect on LinkedIn, Instagram, & FacebookSign up for our newsletter or book a callVisit: DTY Wealth Planning Solutions
- Aug 11, 202650 min
Episode 58: Building Long-Term Value Through Better Decisions
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 growthMore from Kep Kepner and KepnerCPA:Website: kepnercpa.comLinkedIn: linkedin.com/company/kepnercpaFacebook: facebook.com/KepnerCPAInstagram: instagram.com/kepnercpaEngage with David T. Yu:Connect on LinkedIn, Instagram, & FacebookSign up for our newsletter or book a callVisit: DTY Wealth Planning Solutions
- Aug 4, 202643 min
Episode 57: Finding the Green Lights in the Tax Code
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, & FacebookSign up for our newsletter or book a callVisit: DTY Wealth Planning Solutions
- Jul 21, 202624 min
Episode 56: Cross-Border Tax Planning for Expats and Entrepreneurs
Thinking 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 planning for Americans abroad. Vincenzo explains what U.S. citizens, entrepreneurs, expats, and global investors should consider before moving overseas, doing business internationally, or even renouncing U.S. citizenship. From coordinating U.S. and local tax rules to understanding exit tax, covered expatriate status, foreign earned income exclusions, and choosing the right international tax advisor, this episode offers practical guidance for making informed decisions in an increasingly connected world. Key Takeaways: → Cross-border tax planning should begin before moving or doing business abroad→ U.S. and local tax rules must be coordinated together→ Renouncing U.S. citizenship can trigger major tax and immigration consequences→ Exit tax may apply for covered expatriates with higher net worth→ International tax experience matters when choosing the right advisor More from Vincenzo Villamena and Online Taxman: Website: onlinetaxman.comLinkedIn: linkedin.com/in/vincenzo-villamenaFacebook: facebook.com/OnlineTaxmanInstagram: instagram.com/onlinetaxman 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
- Jul 21, 202624 min
Episode 56: Cross-Border Tax Planning for Expats and Entrepreneurs
Thinking 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 planning for Americans abroad. Vincenzo explains what U.S. citizens, entrepreneurs, expats, and global investors should consider before moving overseas, doing business internationally, or even renouncing U.S. citizenship. From coordinating U.S. and local tax rules to understanding exit tax, covered expatriate status, foreign earned income exclusions, and choosing the right international tax advisor, this episode offers practical guidance for making informed decisions in an increasingly connected world. Key Takeaways: → Cross-border tax planning should begin before moving or doing business abroad→ U.S. and local tax rules must be coordinated together→ Renouncing U.S. citizenship can trigger major tax and immigration consequences→ Exit tax may apply for covered expatriates with higher net worth→ International tax experience matters when choosing the right advisor More from Vincenzo Villamena and Online Taxman: Website: onlinetaxman.comLinkedIn: linkedin.com/in/vincenzo-villamenaFacebook: facebook.com/OnlineTaxmanInstagram: instagram.com/onlinetaxman 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
- Jul 14, 202633 min
Episode 55: How Expats Avoid Costly Tax Mistakes
Living, working, or investing abroad and unsure what the IRS still expects from you? On this week's Jet Setting Wealth Advisory, David T. Yu speaks with Vincenzo Villamena, CPA, Founder and CEO of Online Taxman, for the first of a two-part conversation on U.S. tax planning for Americans abroad. Drawing on his experience as an expat and international tax advisor, Vincenzo explains why U.S. citizens and green card holders still have filing obligations regardless of where they live, along with the opportunities available to qualified taxpayers. From foreign earned income exclusions and state tax residency to foreign asset reporting and international business structures, this episode helps Americans abroad plan before they move, invest, or expand internationally. Key Takeaways: → U.S. citizens and green card holders still have U.S. tax filing obligations while abroad→ Qualified Americans living overseas may benefit from the foreign earned income exclusion→ Leaving a high-tax state requires careful residency and domicile planning→ Foreign bank accounts, entities, and financial assets may trigger additional reporting requirements→ Retirees, digital nomads, and entrepreneurs should coordinate U.S. and local tax rules before making a move More from Vincenzo Villamena and Online Taxman: Website: onlinetaxman.comLinkedIn: linkedin.com/in/vincenzo-villamenaFacebook: facebook.com/OnlineTaxmanInstagram: instagram.com/onlinetaxman 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
- Jul 14, 202632 min
Episode 55: How Expats Avoid Costly Tax Mistakes
Living, working, or investing abroad and unsure what the IRS still expects from you? On this week's Jet Setting Wealth Advisory, David T. Yu speaks with Vincenzo Villamena, CPA, Founder and CEO of Online Taxman, for the first of a two-part conversation on U.S. tax planning for Americans abroad. Drawing on his experience as an expat and international tax advisor, Vincenzo explains why U.S. citizens and green card holders still have filing obligations regardless of where they live, along with the opportunities available to qualified taxpayers. From foreign earned income exclusions and state tax residency to foreign asset reporting and international business structures, this episode helps Americans abroad plan before they move, invest, or expand internationally. Key Takeaways: → U.S. citizens and green card holders still have U.S. tax filing obligations while abroad→ Qualified Americans living overseas may benefit from the foreign earned income exclusion→ Leaving a high-tax state requires careful residency and domicile planning→ Foreign bank accounts, entities, and financial assets may trigger additional reporting requirements→ Retirees, digital nomads, and entrepreneurs should coordinate U.S. and local tax rules before making a move More from Vincenzo Villamena and Online Taxman: Website: onlinetaxman.comLinkedIn: linkedin.com/in/vincenzo-villamenaFacebook: facebook.com/OnlineTaxmanInstagram: instagram.com/onlinetaxman 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
- Jul 7, 202622 min
Episode 54: Helping Older Adults Stay Financially Organized and Independent
Want 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 Controller at Accenture I&CP, LLC, for a meaningful conversation on financial support for older adults and the families who care for them. Inspired by her own family’s experience, Trina explains how client accounting services can help people stay organized, pay bills on time, manage cash flow, protect their accounts, and retain independence as financial responsibilities become more difficult. From planning for the transition into retirement to organizing critical documents and establishing a power of attorney, this episode offers practical guidance for creating stability before a crisis. Key Takeaways: → Retirement planning should include a plan for managing finances later in life→ Organizing essential documents helps families act during an emergency→ A power of attorney can provide needed access when financial support is required→ Client accounting services can range from advice and budgeting to bill payment and reporting→ Trusted local support can reduce stress for older adults and long-distance family members More from Trina McWilliams: Website: trusteddirectionservices.com LinkedIn: linkedin.com/in/trina-mcwilliams-73575a179Facebook: facebook.com/accentureInstagram: instagram.com/accenture 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
About Jet Setting Wealth Advisory
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.
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