Frank Wealth Insights
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.
Investment advice offered through Planned Financial Services, LLC, a Registered Investment Advisor.
For additional info regarding services, please visit www.ReturnOnLifeWealth.com
Podcasting since 2023 • 16 episodes
Frank Wealth Insights
Latest Episodes
New Year, New Strategies.
On this episode of Frank Wealth Insights, Frank Fantozzi, President and Founder of Return On Life Wealth Partners, is joined by wealth advisor and Certified Financial Planner, Danielle LeChard, to discuss key strategies for evaluating ...
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51:06
Commercial Banking: Key Considerations for Business Owners
In this episode of Frank Wealth Insights, host Frank Fantozzi welcomes Carrie Malotte, Vice President of Commercial Banking and SBA Lending Specialist from Westfield Bank, to explore some of the key aspects of commercial banking.
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52:05
Benefits Blueprint: Navigating Your Employee Coverage Choices
Join Frank Fantozzi, president and founder of Return on Life Wealth Partners, in the latest episode of Frank Wealth Insights.In this engaging discussion, Frank welcomes back his colleague and Wealth Advisor, Chelsea Hussey, as t...
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46:41
Understanding Estate Planning: Do's and Don'ts for Thoughtful Family Planning
In this episode of Frank Wealth Insights, host Frank Fantozzi is joined by Connie Powall, a respected attorney and partner at Gertsburg Licata, LPA. They'll discuss the important topic of estate planning, focusing on the do’s and don’t...
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57:06
Tax-Smart Charitable Giving: Sophisticated Strategies for Aligning Personal Values and Financial Goals
In this episode of Frank Wealth Insights, ROL President and Founder Frank Fantozzi explores how to strategically enhance both your financial and charitable impact through tax-smart charitable giving and sophisticated tax strategies.
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33:12