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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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Trust Matters: Comparing Corporate Trustees and Individual Trustees - Pros and Cons Explored
42:04
42:04
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In this insightful episode of Frank Wealth Insights, Frank Fantozzi and special guest, Kate Shackleton, Executive VP, Trust & Insurance at LPL Financial, delve into the critical choice between corporate trustees and individual trustees. Trust administration can be complex, and selecting the right trustee is crucial for ensuring the effective manage…
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Join Frank Fantozzi and fellow wealth advisor Chelsea Hussey as they explore the multifaceted world of second homes — those tranquil retreats that can also double as lucrative investment properties. Balancing personal enjoyment with financial gain involves navigating a complex landscape of considerations. From maximizing returns to understanding ta…
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Shielding Your Future: The Life Insurance Advantage
48:30
48:30
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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 safegua…
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Legacy Builders: Navigating Multigenerational Wealth
44:32
44:32
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44:32
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 t…
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Growing Wealthy Minds: Nurturing Money Awareness in Children of All Ages
31:37
31:37
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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 …
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Unlocking Your Child's Future: Understanding 529 Plans
28:34
28:34
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28:34
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 plans Tax benefits Contributio…
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Legacy of Prosperity: 30 Years of Financial Wisdom
23:09
23:09
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23:09
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…
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How to Think About Estate Planning as Your Legacy Planning
27:07
27:07
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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 in…
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5 Ds for Business Owners: Death, Disability, Divorce, Disagreement and Distress
18:25
18:25
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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…
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Return on Life Wealth Partners in our Words
23:35
23:35
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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 ad…
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