Advertise on podcast: Jet Setting Wealth Advisory

Want to simplify your financial systems for better growth and decision-making? On this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Perry Mayer, founder of Vital Accounting Services, for an insightful conversation on small business accounting, financial clarity, and systems for long-term success. From building a firm that prioritizes financial clarity to using data and KPIs to drive growth, Perry’s journey from corporate work to entrepreneurship is filled with valuable lessons. His approach combines strong technical expertise with practical strategies, helping business owners simplify their financial systems and make better decisions. Key Takeaways: → Clear financial systems drive business health and growth.→ Fractional CFOs provide scalable expertise for small businesses.→ Proactive planning helps avoid costly mistakes.→ Bookkeeping is key to understanding your financial impact.→ Technology enhances process efficiency and decision-making.  More from Perry Mayer and Vital Accounting Services: Email: [email protected]: vitalacct.comLinkedIn: linkedin.com/in/perry-mayer-cpaFacebook: facebook.com/profile.php?id=100088494293372Instagram: instagram.com/vital_accounting 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

In this final episode of 2025, David reflects on the milestones and memorable moments of the past year. From client appreciation events to celebrating retirements, he shares how his team at DTY Wealth Planning Solutions has focused on building strong, lasting relationships with clients. David also discusses the importance of proactive tax planning, the growing wealth transfer, and the recent educational webinars produced by the company. Looking ahead to 2026, he expresses gratitude for the trust and loyalty of clients and partners, as well as the rewarding experiences shared throughout the year. 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

Want to turn your money chaos into clarity and build a business that supports your real life? On this episode of Jet Setting Wealth Advisory, Matt Green, founder of Ledger Medial Accounting Services, shares the unconventional path that shaped his approach to business and finance. From years in Nashville’s music scene to launching his own firm back home in South Carolina, Matt breaks down how creativity, discipline, and empathy translate into smarter money decisions for entrepreneurs. He talks through the financial mistakes he sees most often, the systems that help owners finally feel in control, and why simplifying your numbers is the fastest route to growth, profit, and peace of mind.Key Takeaways: → Your background shapes how you run your business → Financial clarity starts with simple systems you’ll actually maintain → Many tax problems come from avoidable habits, not complex rules → Advisory isn’t just numbers; it’s decision-making, confidence, and peace of mind → Better books = better strategy, fewer surprises, and more profit More from Matt Green and Ledger Medial Accounting Services:Email: [email protected]: ledgermedial.comLinkedIn: linkedin.com/in/greenmlFacebook: facebook.com/ledgermedialInstagram: instagram.com/ledgermedial 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

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

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: [email protected] 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

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: [email protected]: 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

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: [email protected] 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

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: [email protected]: 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

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

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

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

Ever wondered what it’s really like to be audited by the IRS? On this week's episode of Jet Setting Wealth Advisory, David T. Yu speaks with Romeo Razi, CPA, former IRS agent, and founder of TaxedRight, who shares his rare insider perspective on audits, compliance, and strategies for small business owners and high-income earners. Drawing from his experience on both sides of the audit table, Romeo explains how to approach IRS letters with confidence, avoid common mistakes, and implement tax strategies that reduce risk while keeping more of your earnings. He also shares insights from his newsletter, TaxTicker, which translates complex tax topics into practical advice for entrepreneurs and investors. Key Takeaways: → The biggest mistake taxpayers make is representing themselves in an IRS audit→ Understanding the IRS process and audit triggers can drastically reduce stress and exposure→ Small business owners often make costly errors with deductions→ Having proper representation can turn an adversarial audit into a manageable process→ Staying proactive and informed empowers business owners to make smarter financial decisions More from Romeo Razi and TaxedRight: Email: [email protected]: taxedright.comLinkedIn: linkedin.com/in/romeo-raziFacebook: facebook.com/taxedrightTwitter (X): x.com/RomeoRazi 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

Ready to take your travel experience to the next level?  In the latest episode of Jet Setting Wealth Advisory, David T. Yu is joined by James Butler, CEO of Shaircraft Solutions, a leading private aviation consulting firm. James, a recognized expert in the private air travel industry, shares his insights on fractional jet ownership, jet cards, and charter agreements, revealing strategies that can help travelers save money and make smarter decisions in the skies. With over 25 years of experience, James guides clients through the complexities of private air travel, ensuring that they get the best deal, maintain security, and maximize their travel experience. Key Takeaways:→ Understand the differences between fractional ownership, jet cards, and charter agreements→ How to avoid common mistakes in private aviation deals→ How to negotiate the best terms and ensure you're maximizing your investment → The importance of understanding the total cost of private aviation→ How to ensure you’re flying on the right aircraft that fits your needs, budget, and lifestyle More from James Butler and Shaircraft Solutions: Email: [email protected]: shaircraft.comLinkedIn: www.linkedin.com/in/jamesdbutlerFacebook: www.facebook.com/ShaircraftSolutionsTwitter (X): x.com/shaircraft 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

Is it time to rethink how you approach financial planning? In this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Beth Goldstein, Owner of Goldstein Tax Advisors, and Barry Kaufman, CPA & Partner, about proactive strategies for high-income earners and business owners. From navigating the complexities of W2 income and equity compensation to maximizing deductions on real estate investments, Beth and Barry share their client-first approach to building long-term financial relationships. With insights ranging from charitable giving to cost segregation and 1202 stock sales, they show how strategic planning and the right team can reduce stress and multiply results. Key Takeaways:  → Don’t wait until April - year-round planning delivers the best results  → W2 earners and equity-compensated employees have more options than they realize  → Real estate investors can unlock powerful savings with depreciation and cost segregation  → Charitable giving strategies like bunching can significantly increase deductions  → The right CPA team provides not just compliance, but confidence and relief More from Goldstein Tax Advisors: Email: [email protected] Website: www.goldsteintaxadvisors.com LinkedIn: www.linkedin.com/company/goldstein-tax-advisors/people 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

Are you ready to shift from simply paying taxes to multiplying your wealth and building an abundant lifestyle? In this episode of Jet Setting Wealth Advisory, David T. Yu is joined by Jeff Badu, licensed CPA, parallel entrepreneur, and wealth multiplier. As founder and CEO of Badu Tax Services, Jeff leads a premier CPA firm serving over 3,000 clients across all 50 states and 25 countries. From his roots in Ghana to building a multinational enterprise, Jeff shares how proactive planning, financial education, and the right mindset empower business owners and high-income earners to reduce tax liability and create long-term wealth. Key Takeaways: → Mindset is everything - abundance starts with desire, not resources → Tax planning saves money; tax preparation only keeps you compliant → Everyday expenses can be leveraged as powerful business deductions → Real estate offers ongoing opportunities for cash flow and tax shelters → Education is the key to making informed financial decisions   More from Jeff Badu and Badu Tax Services: Call/Text: 773-819-5675 Website: http://jeffbadu.com/LinkedIn: linkedin.com/in/jeffbadu/Facebook: facebook.com/badutaxservices/Instagram: instagram.com/badutaxservices/ 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