
Ross Atefi
Founder of Yatra Wealth Design; independent fiduciary wealth advisor specializing in investment, tax, and retirement planning for high-net-worth individuals.
1
APPEARANCES
1
PODCASTS
012
DEC 30
JAN 6
JAN 13
JAN 20
JAN 27
FEB 3
FEB 10
FEB 17
FEB 24
MAR 3
MAR 10
MAR 17
MAR 24
MAR 31
APR 7
APR 14
APR 21
APR 28
MAY 5
MAY 12
MAY 19
MAY 26
JUN 2
JUN 9
JUN 16
JUN 23
JUN 30
JUL 7
JUL 14
JUL 21
JUL 28
AUG 4
AUG 11
AUG 18
AUG 25
SEP 1
SEP 8
SEP 15
SEP 22
SEP 29
OCT 6
OCT 13
OCT 20
OCT 27
NOV 3
NOV 10
NOV 17
NOV 24
DEC 1
DEC 8
DEC 15
DEC 22
DEC 29
JAN 5
JAN 12
JAN 19
JAN 26
FEB 2
FEB 9
FEB 16
FEB 23
MAR 2
MAR 9
MAR 16
MAR 23
MAR 30
APR 6
APR 13
APR 20
APR 27
MAY 4
MAY 11
MAY 18
MAY 25
JUN 1
JUN 8
JUN 15
JUN 22
JUN 29
JUL 6
JUL 13
JUL 20
JUL 27
AUG 3
AUG 10
AUG 17
AUG 24
AUG 31
SEP 7
SEP 14
SEP 21
SEP 28
OCT 5
OCT 12
OCT 19
OCT 26
NOV 2
Jun 21, 2026
Lead-Lag Live: Ross Atefi, Yatra Wealth Design
3:25
3:40
3:46
4:12
4:24
11:20

Michael GayedHOST
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.

Ross AtefiGUEST
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.

Ross AtefiGUEST
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.

Ross AtefiGUEST
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.

Ross AtefiGUEST
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

Michael GayedHOST
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?