Frank Fantozzi

Frank Wealth Insights

Business EN ↓ 29 episodes

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, dba Return on Life Wealth Partners, an SEC-Registered Investment Adviser. For additional info regarding services, please visit www...

Author

Frank Fantozzi

Episodes

Legacy of Prosperity: 30 Years of Financial Wisdom 17.01.2024 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 into his family’s financial journey with us, refl...

How to Think About Estate Planning as Your Legacy Planning 20.12.2023 27:07

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". The opinions and views expressed in this podcast may not necessarily reflect the views of Planned Financial Services dba Return on Life Wealth Partners or its affiliates. This podcast should not be copie...

5 Ds for Business Owners: Death, Disability, Divorce, Disagreement and Distress 16.11.2023 18:25

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. The opinions and views expressed in this podcast may not...

Return on Life Wealth Partners in our Words 25.10.2023 23:35

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 advisory services offered through Planned Financial...