Jet Setting Wealth Advisory
Hosted by David T Yu and David · David T. Yu
5.0from 3 ratings
- 78
- Episodes
- 50
- Transcribed
- 3
- Ratings
- Weekly
- Cadence
- 2024
- First episode
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. Ready for takeoff? Join us on this enlightening voyage where financial empowerment soars beyond the clouds.
- Publisher
- David T. Yu
- Category
- business · leisure
- Language
- en
- Explicit
- No
- First episode
- 19 Aug 2024
- Latest episode
- 13 Oct 2026
Latest episodes
50 of 78 episodes have a transcript.
13 Oct 2026TRANSCRIPT
Episode 61: 72T: A Game Changer for Early Retirement
29 Sept 2026TRANSCRIPT
Episode 60: Navigating IRS Challenges: Tax Resolution Strategies for Business Owners
1 Sept 2026TRANSCRIPT
Episode 59: Passive Income Beyond the Cockpit
Inside a recent episode
Episode 61: 72T: A Game Changer for Early Retirement
Published 13 Oct 2026 · Transcript excerpt
[…] So do people have to actually go into retirement in order for them to use 72T? No, no. The only real requirement is that if you're taking it from like a 401k account, even if that's allowed by your provider, you can't be working there. But other than that, typically, you know, what most people do, or the best practice is as you leave a company, roll that 401k into an IRA at a big brokerage account, a Fidelity Schwab or Vanguard, and have the money there. You'll save a lot purely in expense ratios and things like that, but also it creates a situation where you have access to this money, possibly if you're working somewhere else or if you're working part-time. […]
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See plansWho has been a guest on Jet Setting Wealth Advisory
Names identified in recent episode analyses. Showing up to five guests.
- Rob Townend
- Robert Townend
- Hubert Johnson
- Tait Duryea
- Kep Kepner
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- Apple Podcasts (US)
- 5.0 / 5
- 3 ratings
Podcast Authority Score: 23 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 46
- Social presence
- 0
- YouTube
- 0
- Engagement
- 0
Questions about Jet Setting Wealth Advisory
Who hosts Jet Setting Wealth Advisory?
David T Yu and David host the show. Published by David T. Yu.
How often do new episodes come out?
The show publishes weekly, based on its RSS feed.
Where can I read transcripts?
50 of 78 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
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