{"podcast":{"title":"Jet Setting Wealth Advisory","slug":"jet-setting-wealth-advisory-6995146","podcast_index_feed_id":6995146,"rss_url":"https://feeds.megaphone.fm/jetsettingwealthadvisory","website_url":"https://www.dtywealthplanningsolutions.com/podcast","image_url":"https://megaphone.imgix.net/podcasts/bcb8325a-5e31-11ef-88c8-ab3dcd1833aa/image/42f5be40c4564c7dda5e50dc9e62d889.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress","author":"David T. Yu","episode_count":53,"summary":"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","last_synced_at":"2026-06-09T14:22:43.103787+00:00","page_url":"https://stenobird.com/podcast/jet-setting-wealth-advisory-6995146"},"episode":{"title":"Episode 33: Empowering Growth Through Financial Understanding","slug":"episode-33-empowering-growth-through-financial-understanding","published_at":"2025-10-21T04:00:00+00:00","page_url":"https://stenobird.com/podcast/jet-setting-wealth-advisory-6995146/episode-33-empowering-growth-through-financial-understanding","show_page_url":"https://stenobird.com/podcast/jet-setting-wealth-advisory-6995146","url":"https://traffic.megaphone.fm/CSN5655064980.mp3","audio_url":"https://traffic.megaphone.fm/CSN5655064980.mp3","summary":"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: Website: rosefinancial.com LinkedIn: linkedin.com/in/rosefinancial Facebook: facebook.com/RoseFinancial Engage with David T. Yu: Connect on LinkedIn, Instagram, & Facebook Sign up for our newsletter or book a call! Visit: DTY Wealth Planning Solutions Learn more about your ad choices. Visit megaphone.fm/adchoices","meta_description":"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…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2104,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/jet-setting-wealth-advisory-6995146/episodes/episode-33-empowering-growth-through-financial-understanding/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/jet-setting-wealth-advisory-6995146/episode-33-empowering-growth-through-financial-understanding.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}