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Ross Atefi

Ross Atefi

Founder of Yatra Wealth Design; independent fiduciary wealth advisor specializing in investment, tax, and retirement planning for high-net-worth individuals.

Jun 21, 2026

3:25
But, um, in reality, to your point, it's much more multifaceted and much more nuanced, right? So let's go over some of the different things that you find people don't focus on when it comes to thinking about managing their wealth and why they should work with an advisor.
3:39
Yeah.
3:40
So I mean, just, just as an example, like, a lot of people work with accountants and, and, you know, we, we work with accountants as well.
3:46
Uh, a lot of times the, the tax, uh, that, that they're doing is more of a preparation, meaning they're, you know, preparing the tax return, uh, around the prior year, right? So the year's already happened, and they're kind of saying, "Okay, what can we do to reduce our taxes in the prior year?" Um, but what w- what we do for clients is we actually model out your, uh, tax situation for the current year.
4:10
So let's say this year is twenty twenty-six.
4:12
So before the year's over, we're gonna model out what your income looks like this year, what your deductions will likely look like this year based on what you're currently doing, and what that's gonna mean from a tax perspective.
4:24
So, you know, hi- higher income earners, especially once you get over, let's say, five hundred thousand-plus, um, sometimes you can see really giant leaps in taxes.

7 MINS LATER

11:20
The, the journey doesn't end there, right? So what else is involved in terms of the go forward plan to help somebody grow their assets?

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