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Estate Planning That Actually Protects Your Family
Estate Planning That Actually Protects Your Family

Season 1 Episode 45

Do you have a plan in place if something happens to you, or are you leaving your family to figure it out in court?


On today's episode of Jet Setting…

3 months, 2 weeks ago

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Why Exceptional Service Becomes a Long-Term Advantage
Why Exceptional Service Becomes a Long-Term Advantage

Season 1 Episode 44

How do you build a luxury brand by saying “yes” when everyone else says no?


On the latest episode of Jet Setting Wealth Advisory, David speaks with K…

4 months, 2 weeks ago

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Unlocking Growth Through Strategic Financial Decisions
Unlocking Growth Through Strategic Financial Decisions

Season 1 Episode 43

Want to simplify your financial systems for better growth and decision-making?


On this episode of Jet Setting Wealth Advisory, David T. Yu speaks wit…

6 months, 1 week ago

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Reflecting on a Successful Year at DTY Wealth Planning Solutions
Reflecting on a Successful Year at DTY Wealth Planning Solutions

Season 1 Episode 42

In this final episode of 2025, David reflects on the milestones and memorable moments of the past year. From client appreciation events to celebratin…

6 months, 2 weeks ago

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Simplified Financial Strategies: Guiding Entrepreneurs Towards Success
Simplified Financial Strategies: Guiding Entrepreneurs Towards Success

Season 1 Episode 41

Want to turn your money chaos into clarity and build a business that supports your real life?


On this episode of Jet Setting Wealth Advisory, Matt Gr…

6 months, 3 weeks ago

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Lifestyle-Focused Wealth Planning for Meaningful Retirement
Lifestyle-Focused Wealth Planning for Meaningful Retirement

Season 1 Episode 40

Design the life first—then build the money plan to match it.


In this episode of Jet Setting Wealth Advisory, David speaks with Brian Evans, founder …

6 months, 4 weeks ago

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Transforming Accounting into a Tool for Entrepreneurial Success
Transforming Accounting into a Tool for Entrepreneurial Success

Season 1 Episode 39

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 spe…

7 months ago

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Tax Clarity Without the Panic: RSUs, Withholding, and Timing
Tax Clarity Without the Panic: RSUs, Withholding, and Timing

Season 1 Episode 38

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 A…

7 months, 1 week ago

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Building Success Through Relationships and Personalized Solutions
Building Success Through Relationships and Personalized Solutions

Season 1 Episode 37

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 epis…

7 months, 2 weeks ago

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Uncovering Fraud: The Power of Forensic Accounting
Uncovering Fraud: The Power of Forensic Accounting

Season 1 Episode 36

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 Jef…

7 months, 3 weeks ago

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