• 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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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.
個人ファイナンス 旅行記・解説 社会科学 経済学
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エピソード
  • Episode: Community Involvement in Real Estate: A Pivotal Theme

    Episode: Community Involvement in Real Estate: A Pivotal Theme
    2024/11/19
    https://keystolegacy.com/ Tamika Moses and Denise Chambers Palmer are two trailblazing figures in the South Florida real estate landscape, whose journeys reflect their dedication to excellence and empowerment in the industry. Tamika, who originally aspired to be a sportscaster, has become an award-winning real estate leader and the first African American woman to serve as president-elect of the Miami Association of Realtors Commercial Board, emphasizing the importance of confidence, community involvement, and continuous education. Denise, with over 15 years of experience, founded Keys to Legacy Realty Brokerage and focuses on the relentless effort and consistency required in real estate, advocating for mentorship and personalized client service as keys to success. Both women highlight the need for perseverance and adaptability in the evolving market, while championing diversity and community engagement as essential components of a thriving real estate career. Here’s what to expect this episode: Tamika is the president elect of the Miami Association of Realtors Commercial Board for 2024, breaking barriers as the first African American woman in over a hundred years to serve as president. Continuous learning and adaptability are significant in the real estate industry, as demonstrated by Tamika's journey mastering short sales and navigating the market crash of 2008. Client relationships in real estate are built on a client-centric approach, personalized service, and long-term relationships that extend beyond business transactions. The real estate market in South Florida is shifting towards niche neighborhoods, live-work-play developments, and concerns in the condo market for 2024 and beyond. Tax mitigation strategies like 1031 exchanges are crucial for real estate and business owners to maximize tax benefits and financial gains. Client education is emphasized by Denise and Tamika to empower clients to make informed decisions and build wealth through real estate investments. Tamika and Denise are dedicated to community involvement through initiatives like feeding the homeless and establishing scholarships in their real estate careers. Connect with Tamika Moses: https://www.linkedin.com/in/tamikamosesrealtor/ Connect with Denise Chambers Palmer: https://www.linkedin.com/in/denisechamberspalmer/ Connect with David T. Yu: https://www.dtywealthplanningsolutions.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    45 分
  • Episode: Overcoming Obstacles: Modernizing the IRS Infrastructure

    Episode: Overcoming Obstacles: Modernizing the IRS Infrastructure
    2024/11/12
    Charles Read, a seasoned certified public accountant with extensive experience in various sectors, offers a critical perspective on the current state of IRS budget allocation. With a looming personnel crisis as many agents near retirement and the agency's reliance on outdated technology, Read underscores the urgent need for increased funding to modernize and improve efficiency. However, he cautions that while the IRS is set to receive a substantial budget over the next decade, the benefits of these investments will take time to manifest, particularly in training new agents. Read advocates for a balanced approach to tax policy, emphasizing fair contributions and the importance of strategic adaptation to global economic changes. Here’s what to expect this episode: The IRS is facing challenges like budget constraints and potential brain drain due to retirement eligibility of 40% of civil servants in the next two years. Investment in rebuilding infrastructure, technology, and human resources at the IRS will not have immediate effects. Outdated technology and ineffective communication between silos hinder IRS's data integration and lead to operational inefficiencies. Fair share taxes and $85-86 billion budget over the next 10 years are important for IRS operations and efficiency. Globalization affects tax policies, and companies take advantage of different tax rates across countries. Effective strategies for wealth transition, retirement planning, and mitigating taxes are crucial, including charitable contributions and estate planning. Individuals who haven't filed taxes in many years should approach the IRS to make necessary arrangements and file past returns to avoid potential issues. Connect with Charles Read: https://www.linkedin.com/in/charles-j-read-cpa/ Connect with David T. Yu: https://www.dtywealthplanningsolutions.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    55 分
  • Episode : Influencer Partnerships: A Path to E-Commerce Succes

    Episode : Influencer Partnerships: A Path to E-Commerce Succes
    2024/11/05
    Christian Rivera, founder of e-commerce Accountants, is a renowned expert in tax planning and business structuring for the e-commerce sector. With a wealth of experience assisting digital marketers and Amazon sellers, Rivera emphasizes the critical importance of understanding the true value of your business and strategically reinvesting for long-term wealth building. He advises entrepreneurs to steer clear of debt and remain vigilant about tax efficiencies and regulations, particularly in the ever-evolving e-commerce landscape. Through his firm's services and insights, Rivera has garnered accolades from major industry influencers, demonstrating his commitment to helping online businesses navigate financial complexities and achieve sustainable growth. Here’s what to expect this episode: • E-commerce industry offers wealth-building opportunities through social media marketing and influencer partnerships for small businesses. • Understanding business value, avoiding debt, and grasping compounding interest are essential for wealth accumulation. • Proactive tax compliance strategies are crucial for safeguarding businesses and avoiding legal problems with tax authorities. • Tax planning is vital for managing earnings effectively in the evolving e-commerce market. • Consulting with professionals, assessing tax risks, and strategizing tax structures can help minimize tax liabilities for entrepreneurs. • Financial preparedness involves deploying saved money in income-generating avenues and seeking professional advice for scaling internationally. Connect with Christian Rivera: https://www.linkedin.com/in/christian-rivera-cpa-83680226/ Connect with David T. Yu: https://www.dtywealthplanningsolutions.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    30 分

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