• Jet Setting Wealth Advisory

  • 著者： David T. Yu
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Jet Setting Wealth Advisory

著者： David T. Yu
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  • 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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  • Episode: Personalized Tax-Saving Strategies: Equipping Clients for Financial Success

    Episode: Personalized Tax-Saving Strategies: Equipping Clients for Financial Success
    2024/10/08
    Suzanne Engel, a seasoned CFO consultant from Michigan now based in Florida, is renowned for guiding entrepreneurs towards financial clarity and strategic wealth building through expert advice. As the founder of Easy Breezy Bookkeeping, she leverages her expertise as a certified QuickBooks pro advisor to innovate beyond traditional accounting practices, emphasizing the necessity of expert guidance in wealth management. Suzanne advocates for entrepreneurs to surround themselves with successful individuals and seek advice from financial advisors and attorneys, as these steps were pivotal in her own journey starting her first business at 25. By aligning personalized tax-saving strategies and financial literacy with broader wealth planning goals, Suzanne champions the use of specialized tools like trusts and business structures to successfully navigate the complexities of wealth building. Here’s what to expect this episode: • Hiring experts like accountants, attorneys, and financial advisors is crucial for entrepreneurs to streamline financial processes and build wealth. • Understanding the role of technology in bookkeeping, the need for qualified bookkeepers, and the significance of financial literacy for long-term wealth building is crucial. • The importance of financial literacy and tax strategies in her client interactions and business development program. • Using Quickbooks Online for managing multiple companies and assets, emphasizing the need for expertise in using such software. • Aligning bookkeeping with larger wealth planning goals such as retirement by utilizing business assets for funding and tax deductions. • The importance of seeking advice from experts and surrounding oneself with successful individuals to build personal wealth effectively. Connect with Suzanne Engel: https://www.linkedin.com/in/suzanneengel/ Connect with David T. Yu: https://www.dtywealthplanningsolutions.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    34 分
  • Episode: Protecting Airmen Rights: Expert Legal Strategies Unveiled

    Episode: Protecting Airmen Rights: Expert Legal Strategies Unveiled
    2024/10/01
    Forrest Owens is a distinguished board-certified aviation law specialist who founded Aviation Legal Counsel in 2017, aiming to provide specialized legal services in the aviation industry. With a solid educational foundation in aviation technology and finance, Owens combines his expertise in corporate and business law with a deep understanding of FAA regulations and international standards. His passion for aviation law, sparked during his early studies and work with turbine engine manufacturers, drives his mission to help clients navigate complex legal landscapes, from aircraft transactions and airmen defense to airport real estate and civil litigation. Owens views his role as a navigator, guiding clients efficiently and effectively through the intricate regulatory environment of the aviation sector to achieve their goals. Here’s what to expect this episode: Aviation Legal Counsel was founded in 2017 by Forrest Owens to provide legal services in aviation law. Forrest Owens specializes in aircraft and aviation transactions, airmen defense, airport real estate, land use, and civil litigation. Understanding FAA compliance is crucial for pilots, mechanics, and charter companies to ensure safe aircraft operation. Acquiring an aircraft involves unique challenges such as maintenance review, inspection, and tax implications. Maintenance, management, and misrepresentation are key factors leading to civil litigation in the aviation industry. Collaboration between aviation attorneys and CPAs is essential for tax efficiency in aircraft acquisition and operation. Consolidation and fractional arrangements in aircraft ownership are increasing due to expertise consolidation and pilot shortages. Connect with Forrest Owens: https://www.linkedin.com/in/forrest-owens-16a79123/ Connect with David T. Yu: https://www.dtywealthplanningsolutions.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    46 分
  • Episode: Virtual Transactions Revolutionizing Luxury Asset Market

    Episode: Virtual Transactions Revolutionizing Luxury Asset Market
    2024/09/17
    Larry Morales, founder and owner of Skywater Group, has built a Fort Lauderdale-based conglomerate that excels in high-value asset trades, including aircraft, yachts, and real estate. His journey into this niche business began while flying corporate jets, leading him to study corporate aviation at the University of Virginia Darden School of Business, inspired by a mentor who managed corporate jets. Morales emphasizes the importance of seamless brokerage services and cultivating strong client relationships, leveraging his diverse background as a licensed realtor, yacht broker, and professional pilot. By integrating cutting-edge technology and personalized communication, Skywater Group ensures efficient and ethical transactions, appealing to high-net-worth individuals who seek expertise and trustworthiness in their asset dealings. Here’s what to expect this episode: • Larry Morales emphasizes the value of relationships in enhancing client success across various industries • Building strong relationships with clients has led to word-of-mouth referrals and repeat business • The Skywater Exchange concept involves trading high-value assets like airplanes, boats, and real estate • Larry Morales stresses the importance of effective communication and technology adoption in creating personalized experiences for clients • Investing in high-value assets like Gulfstream jets requires careful consideration and financial planning • Financial planning, especially with the involvement of CFOs, is crucial in facilitating transactions of luxury assets like jets and yachts • Larry Morales discusses the use of technology and social media in luxury asset transactions, specifically in the aviation industry Connect with Larry Morales: https://www.linkedin.com/in/larry-morales-0612b88/ Connect with David T. Yu: https://www.dtywealthplanningsolutions.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    40 分

あらすじ・解説

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.
社会科学 個人ファイナンス 経済学 旅行記・解説
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