Search
Join Now
Friday, November 13, 2026

Jet Setting Wealth Advisory

C Suite Radio

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

Jet Setting Wealth Advisory show art

C-Suite Radio™ Podcast

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. Ready for takeoff? Join us on this enlightening voyage where financial empowerment soars beyond the clouds.

Apple PodcastsSpotify

Episodes

Oct 27, 2026

Episode 62: Why Tax Planning Beats Tax Preparation Every Time

Want to stop treating taxes as something you deal with after the year is over?On the latest episode of Jet Setting Wealth Advisory, David T. Yu speaks with Steven Jarvis, CPA and CEO of Retirement Tax Services, for an insightful…
Oct 13, 2026

Episode 61: 72T: A Game Changer for Early Retirement

Want to access your retirement savings before 59½ without the usual 10% early withdrawal penalty?On the latest episode of Jet Setting Wealth Advisory, David T. Yu speaks with Rob Townend, CPA and founder of Early Retirement Access, for an insightful…
Sep 29, 2026

Episode 60: Navigating IRS Challenges: Tax Resolution Strategies for Business Owners

Facing IRS problems can feel overwhelming, but having the right strategy can make all the difference.On the latest episode of Jet Setting Wealth Advisory, David T. Yu speaks with Hubert Johnson, tax attorney, lecturer, and founder of Guardian Tax Law,…
Aug 11, 2026

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…
Aug 4, 2026

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…
Jul 21, 2026

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…
Jul 14, 2026

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…
Jul 7, 2026

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,…
Jun 30, 2026

Episode 53: How 1031 Exchanges Preserve Wealth and Defer Taxes

Want more flexibility when selling an investment property? On this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Dave Foster, founder of The 1031 Investor and a qualified intermediary for 1031 exchanges, for a practical conversation on…
Jun 9, 2026

Episode 52: Navigating Private Aircraft Ownership and Tax Compliance

Want to understand the tax and compliance issues before buying an aircraft? On this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Letisha Sailor, founder of AvTax Advisors, for a practical conversation on aviation tax law, aircraft…
Want to be in the room with leaders like these?
Weekly rooms, monthly receptions and introductions made on purpose.
Join C-SUITE NETWORK™

More from C-Suite Radio™

All Business with Jeffrey HayzlettYES, BRAND with Hersh RephunCharged Up Studio PodcastSuccess Factors with Brenda SiriBetter Than Before with Tony RichardsThe TriMetric Roadmap Podcast With Scott Landis
See all shows →

Other episodes

ABOUT C-SUITE NETWORK™

C-SUITE NETWORK™ is where executives go to grow visibility, authority, and revenue — through curated introductions, executive-only events, and a media network that puts your expertise in front of the right audience.

MEMBERSHIP

EVENTS

COMPANY

© 2026 C-SUITE NETWORK™ Powered by

Strategy · LatestAll Strategy →
Nearly Half the Shark Tank Deals You Watched Never Closed. The Show’s Biggest Winner Got Rejected.By Editors How to Minimize Injuries and Accidents in Your Franchise LocationsDecision-Making Authority: The Hidden Barrier to Scale
Money · LatestAll Money →
WeWork Signed 15-Year Leases to Rent Desks to Members Who Could Leave in Months. The Math Was in Its Own IPO Filing.By Editors The Company That Tells You What Your House Is Worth Bought Thousands of Homes on Its Own Estimates. It Guessed Wrong.Hertz Said It Would Buy 100,000 Teslas. Two Years Later, It Was Selling 20,000 EVs and Taking a $245 Million Hit.
Growth · LatestAll Growth →
A Company Sued a Woman for $25,000 Over One Google Review. She Says It’s Really About Her Ex-Boyfriend.By Editors Are You Ready for Next Year’s Hiring Challenges?Buc-ee’s Wants Triple Damages From a Four-Person Mini Mart Over a Cartoon Beaver. The Town Raised $83,000 to Fight Back.
People · LatestAll People →
The Job Candidate on Your Next Video Call Might Not Be a Real PersonBy Tyler Hayzlett Funders Don’t Invest in Activity. They Invest in Outcomes.A Couple Canceled Their Water Softener. Then a Worker Dumped the Salt on Their Lawn.
Operations · LatestAll Operations →
Hertz Said It Would Buy 100,000 Teslas. Two Years Later, It Was Selling 20,000 EVs and Taking a $245 Million Hit.By Editors Funders Don’t Invest in Activity. They Invest in Outcomes.Circuit City Fired Its Best-Paid Salespeople to Save Money. Two Years Later, Every Store Was Closed.
AI & Tech · LatestAll AI & Tech →
The Company That Tells You What Your House Is Worth Bought Thousands of Homes on Its Own Estimates. It Guessed Wrong.By Editors Juicero’s $400 Juicer Lost a Race to a Pair of Human Hands. Investors Had Already Put In $120 Million.AI Is Not Your Strategy. It Is a Test of Your Strategy
Life · LatestAll Life →
The Man Who Has Spent Thirty-Five Years Helping People With Low Vision Stay Independent Just Wrote the Book That Explains How a Pair of Smart Glasses Is Changing EverythingBy Michael Beas When Every Conversation With Your Teen Becomes a BattleBefore You Call Your Child Selfish…
C-Suite TV · From the NYSETrust Is the New Currency: How Dow Jones Wins in the Age of AI with Josh Stinchcomb22 min · Watch now
The Breakdown
Nike’s Founder Owns the Studio That Spent 16 Years Making One Movie. Here’s the Math.A 13-Year-Old Video Game Has Made More Money Than Any Movie in History. That’s Why Its Sequel Gets to Be Late.
Chairman's Corner
Jeffrey HayzlettJeffrey Hayzlett · ChairmanThe Typical Small Business Still Sells for Less Than a House. Wall Street Just Figured Out Why That’s a Bargain.
Join C-Suite Network
Membership
One membership. Your path.
1C-Suite InsiderRead, watch and listen.Free 2Executive MembershipMost start hereWeekly rooms, city receptions and introductions.$100/mo 3Media & ContributorPublish, get listed and host your show.$250/mo total 4CouncilsPrivate peer groups by role or focus.Apply
CouncilsFinanceMarketingHero ClubThoughtSpeakersWomen's CoachingNonprofit
How membership works →
Members talking at a C-Suite Network reception
Before C-Suite, I was building in isolation. Now I'm surrounded by executives who push me forward.
Dan E. Silberberg · Founder & CEO, Entelechy Join for $100/moBook a 15-minute call Up to 600 events a year with founders and CEOs running real companies.
WatchC-Suite TV · Filmed at the NYSE
Watch now
Trust Is the New Currency: How Dow Jones Wins in the Age of AI with Josh Stinchcomb22 min · Watch now AI Is Coming for More Than Jobs: The Fight to Rehumanize the Future with Denis JacquetAI Is Leveling the Playing Field: How Small Businesses Can Compete and Win with Robin AlexThe Future of Financial Advice is More Human, Not Less with CJ Davidson All episodes on C-Suite TV →
ListenC-Suite Radio · 400+ shows
Listen now
C-Suite Originals
All Business with Jeffrey HayzlettChairman's showAll Businesswith Jeffrey HayzlettC-Suite Success with Tricia BennCEO's showC-Suite Successwith Tricia Benn
Most active this month
Daily Compliance NewsThe Business Power Hour with Deb KrierInside the ICE HouseHouse of Cards®bLUTalksAmazing Business RadioDr. Greg Williams The Master Negotiator and Body Language Expert PodcastCompliance into the WeedsThe Root of All Success with The Real Jason DuncanManage SmarterI Like That StoryGrow Your Business and Grow Your Wealth
Browse all 400+ shows →
Have something worth saying?
Get seen. Get heard.

Get listed as an expert, publish your articles, launch or bring over your podcast, or put your show on C-Suite TV: Roku, Apple TV, Fire TV and every major podcast app, in front of senior business leaders.

Get featuredSee how it works
Coming up Nov13Thought Summit — Dallas (Turning Your Voice, Brand, and Content into Capital)Friday · DallasNov13C-SUITE CELEBRATESFriday · VirtualNov14Women’s Coaching & Consulting Council: Saturday Morning Women’s Success CircleSaturday · VirtualNov15Hero CEO Summit – Dallas (The Power Equation: Capital, Leadership, Execution)Sunday · Dallas See all upcoming events →
Every week · Online · Guests welcome
C-Suite Success with Tricia Benn Good first eventLive interviews with business leaders, plus Q&A. Friday Celebrates2nd & 4th Fridays, 5 PM ET. Share wins and big ideas. Scotch Sunday1st & 3rd Sundays, 9 PM ET. A virtual pub with Jeffrey and Tricia. No topic off-limits. Contributor SeriesWorking sessions for members and contributors.
Every month · City receptions
New YorkDallasFort WorthPhoenixLas Vegas
Come as a guest
See the room before you join.

Up to 600 events a year, and every one is open to guests except council meetings. Most people start at a city reception. Members get free entry to all of them.

Find an event near youMembership: $100/mo
→Member account & business toolsThe tools included with membership: a CRM for your contacts, email marketing, calendar booking and landing pages ✎Contributor PortalPublishing and show resources for contributors, plus shared files Not a member yet? See membership →
Expert voices
Executives who have sat in the chair.
Lisa L. Levy83 articlesPaul Whitley49 articlesHugh Ballou56 articlesEvan Hackel166 articlesJeffrey Hayzlett110 articlesLori Crooks54 articles
Browse advisors →Best Seller Books →
Get visibility
Make the market know your name.

Publish your articles on C-Suite Network, get your advisor listing and host your own show on C-Suite Radio and TV.

Get featured$250/mo total, including membership