{"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 38: Tax Clarity Without the Panic: RSUs, Withholding, and Timing","slug":"episode-38-tax-clarity-without-the-panic-rsus-withholding-and-timing","published_at":"2025-12-02T05:00:00+00:00","page_url":"https://stenobird.com/podcast/jet-setting-wealth-advisory-6995146/episode-38-tax-clarity-without-the-panic-rsus-withholding-and-timing","show_page_url":"https://stenobird.com/podcast/jet-setting-wealth-advisory-6995146","url":"https://traffic.megaphone.fm/CSN7201238677.mp3","audio_url":"https://traffic.megaphone.fm/CSN7201238677.mp3","summary":"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 Advisory, David sits down with Ariel Haughton, Senior Tax Specialist at Goldstein Tax Advisors, and returning guest Barry Kaufman for a clear, candid walkthrough of equity compensation and proactive tax strategy. Ariel explains how RSUs actually hit your paycheck, what “grant” and “vesting” really mean, and the simple habits that prevent April shocks. The conversation expands to ISOs and AMT timing, entity choices for business owners, and why women increasingly leading household finances benefit from jargon-free guidance and year-round planning. Key Takeaways: → RSUs often withhold at 22% while your actual bracket may be higher → Track your basis at vesting so you don’t get taxed twice when you sell → Time ISO exercises with AMT in mind and your full income picture → Proactive, year-round planning beats last-minute filings for stress and penalty avoidance → Separate business and personal accounts to strengthen deductions and clean books More from Ariel Haughton/Barry Kaufman and Goldstein Tax Advisors:Email: tax@goldsteintaxadvisors.comWebsite: goldsteintaxadvisors.comLinkedIn: linkedin.com/in/ariel-haughton 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":"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 Adviso…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2226,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/jet-setting-wealth-advisory-6995146/episodes/episode-38-tax-clarity-without-the-panic-rsus-withholding-and-timing/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-38-tax-clarity-without-the-panic-rsus-withholding-and-timing.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}