Jet Setting Wealth Advisory

Author: David T. Yu

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; its 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
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Language: en

Genres: Aviation, Business, Investing, Leisure

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Episode 54: Helping Older Adults Stay Financially Organized and Independent
Episode 54
Monday, 6 July, 2026

Want to make sure your family is prepared for the financial realities that come with aging? On the latest Jet Setting Wealth Advisory, David T. Yu speaks with Trina McWilliams, Founder of Trusted Direction and Americas Controller at Accenture I&CP, LLC, for a meaningful conversation on financial support for older adults and the families who care for them. Inspired by her own family’s experience, Trina explains how client accounting services can help people stay organized, pay bills on time, manage cash flow, protect their accounts, and retain independence as financial responsibilities become more difficult. From planning for the transition into retirement to organizing critical documents and establishing a power of attorney, this episode offers practical guidance for creating stability before a crisis. Key Takeaways: → Retirement planning should include a plan for managing finances later in life→ Organizing essential documents helps families act during an emergency→ A power of attorney can provide needed access when financial support is required→ Client accounting services can range from advice and budgeting to bill payment and reporting→ Trusted local support can reduce stress for older adults and long-distance family members More from Trina McWilliams: Website: trusteddirectionservices.com LinkedIn: linkedin.com/in/trina-mcwilliams-73575a179Facebook: facebook.com/accentureInstagram: instagram.com/accenture 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