Jet Setting Wealth Advisory

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

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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.com
Website: goldsteintaxadvisors.com
LinkedIn: linkedin.com/in/ariel-haughton

Engage with David T. Yu:
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Visit: DTY Wealth Planning Solutions

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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:

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Visit: DTY Wealth Planning Solutions

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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.com
Website: www.neumeistercpa.com
LinkedIn: https://www.linkedin.com/in/forensicacct
Facebook: facebook.com/neumeistercpa
Instagram: instagram.com/neumeistercpa/
Engage with David T. Yu:
Connect on LinkedIn, Instagram, & FacebookSign up for our newsletter or book a call!Visit: DTY Wealth Planning Solutions

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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 (e.g., Juneau), 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.com/
LinkedIn: www.linkedin.com/in/chrisbaur/
Facebook: www.facebook.com/HUGHESNEXTGEN/
Twitter (X): x.com/hughesaerospace

Engage with David T. Yu:
Connect on LinkedIn, Instagram, & FacebookSign up for our newsletter or book a call!Visit: DTY Wealth Planning Solutions

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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: conciergecpas.com
LinkedIn: linkedin.com/in/borbalabanto
Facebook: 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

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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:

Email: ted.rose@rosefinancial.com

Website: rosefinancial.com

LinkedIn: linkedin.com/in/rosefinancial

Facebook: facebook.com/RoseFinancial

Engage with David T. Yu:

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Visit: DTY Wealth Planning Solutions

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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: romeo@taxedright.com
Website: taxedright.com
LinkedIn: linkedin.com/in/romeo-razi
Facebook: facebook.com/taxedright
Twitter (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

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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: jbutler@shaircraft.com
Website: shaircraft.com
LinkedIn: www.linkedin.com/in/jamesdbutler
Facebook: www.facebook.com/ShaircraftSolutions
Twitter (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

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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: tax@goldsteintaxadvisors.com

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

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