Frank Wealth Insights

May 20 2024
Frank Wealth Insights Podcast artwork

Join Frank Fantozzi as he takes a personalized approach to everyday financial topics from retirement to estate planning, charitable giving, succession planning, investments, and tax planning. In an industry focused on rates of return, Frank and the team use a unique perspective of striving to help clients reach their Return on Life®. What does that mean? Listen to Frank Wealth Insights to find out. 

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Shielding Your Future: The Life Insurance Advantage

May 20 2024 48 mins  
In this episode of Frank Wealth Insights, ROL wealth advisors Frank Fantozzi and Danielle LeChard delve into the significance of life insurance in shaping your financial future. From simplifying the various policy types to revealing effective strategies for coverage, they help demonstrate how life insurance can serve as a crucial element in safeguarding your family and creating a l

Legacy Builders: Navigating Multigenerational Wealth

Apr 17 2024 44 mins  
In this episode of Frank Wealth Insights, Frank Fantozzi and colleague Chelsea Hussey unlock the secrets to generational prosperity! Join us on a journey through the world of multigenerational wealth where we discuss and provide practical tips and strategies, stories, and savvy insights that can help shape lasting legacies. From smart investments to family dynamics, gain the knowle

Growing Wealthy Minds: Nurturing Money Awareness in Children of All Ages

Mar 20 2024 31 mins  
In this episode of Frank Wealth Insights, Frank Fantozzi and fellow Return on Life Wealth Partners wealth advisor, Chelsea Hussey, delve into the world of "Growing Wealthy Minds," where they explore the essential skills and strategies for raising financially aware children in a world filled with monetary challenges and discuss the art of fostering money consciousness in our kids wi

Unlocking Your Child's Future: Understanding 529 Plans

Feb 21 2024 28 mins  
In this insightful episode of Frank Wealth Insights, Frank Fantozzi and fellow Return on Life Wealth Partners wealth advisor, Danielle LeChard, delve into the world of 529 plans – the ultimate tool for saving for your child's education. They'll break down:The difference between 529 college savings and prepaid tuition plansTax benefitsContribution limitsQualified expensesInvestmen

Legacy of Prosperity: 30 Years of Financial Wisdom

Jan 17 2024 23 mins  
In this episode, Return on Life Wealth Partners president and founder Frank Fantozzi celebrates three decades of financial excellence and empowerment. We're honored to welcome a special guest to this milestone episode – a client who has been with the firm from the very beginning of this incredible 30-year ride. Listen as he shares personal insights into his family’s financial j

How to Think About Estate Planning as Your Legacy Planning

Dec 20 2023 27 mins  
In this episode, Return on Life Wealth Partners president and founder Frank Fantozzi discusses estate planning, or as Frank likes to say..."legacy planning, because after all, it is your legacy". Investment advice offered through Planned Financial Services, LLC, a Registered Investment Advisor.The opinions voiced in this podcast are for general information only and are not intended

5 Ds for Business Owners: Death, Disability, Divorce, Disagreement and Distress

Nov 16 2023 18 mins  
In this episode, Return on Life Wealth Partners president and founder Frank Fantozzi discusses the 5 Ds for business owners or "Road Blocks" in your business continuity planning: death, disability, divorce, disagreement and distress. Listen to learn more on how effective business continuity and succession planning is a proactive process.Investment advice offered through Planned Fin

Return on Life Wealth Partners in our Words

Oct 25 2023 23 mins  
In this debut episode, Return on Life Wealth Partners president and founder Frank Fantozzi invites COO Joe Rogers to discuss the recent name change. They unravel the firm’s early history and why they decided to bring its sacred principle, Return on Life®, to the forefront. Listen to learn more about the name change in their own words. Investment advice offered through Planned Fi