Frank Wealth Insights
By Frank Fantozzi
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Category: Investing
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Episodes: 29
Description
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.ReturnOnLifeWealth.com
| Episode | Date |
|---|---|
|
Planning for Aging Parents: Preparing Before Decisions Are Urgent
|
Apr 28, 2026 |
|
Advanced Exit Planning: Beyond the Basics
|
Mar 31, 2026 |
|
Wealth Legacy: Building a Meaningful Financial Story
|
Jan 27, 2026 |
|
Health and Wealth: Building Balance in an Unbalanced World
|
Dec 30, 2025 |
|
Year-End Tax Planning: Smart Moves Before December 31st
|
Nov 25, 2025 |
|
Real Estate Diversification
|
Oct 28, 2025 |
|
The Big Beautiful Bill: Signed, Sealed, Deducted
|
Sep 30, 2025 |
|
Midyear Market Rundown: What You Need to Know
|
Aug 26, 2025 |
|
Family Business Succession Planning: Passing the Torch Without Getting Burned
|
Jul 29, 2025 |
|
Exit Planning is a Business Strategy: How Preparation Can Help Maximize Value
|
Jun 24, 2025 |
|
What to Look for When Choosing a Wealth Advisor
|
May 27, 2025 |
|
Women & Wealth: Insights For Smart Financial Decision-Making
|
Apr 29, 2025 |
|
Unlocking Executive Compensation and Employee Retention Tools: Strategies and Considerations
|
Feb 19, 2025 |
|
New Year, New Strategies.
|
Jan 23, 2025 |
|
Commercial Banking: Key Considerations for Business Owners
|
Dec 09, 2024 |
|
Benefits Blueprint: Navigating Your Employee Coverage Choices
|
Nov 15, 2024 |
|
Understanding Estate Planning: Do's and Don'ts for Thoughtful Family Planning
|
Oct 21, 2024 |
|
Tax-Smart Charitable Giving: Sophisticated Strategies for Aligning Personal Values and Financial Goals
|
Sep 18, 2024 |
|
Medicare Matters: Navigating Healthcare After 65
|
Aug 19, 2024 |
|
Trust Matters: Comparing Corporate Trustees and Individual Trustees - Pros and Cons Explored
|
Jul 22, 2024 |
|
Second Homes: Retreats and Investments
|
Jun 17, 2024 |
|
Shielding Your Future: The Life Insurance Advantage
|
May 20, 2024 |
|
Legacy Builders: Navigating Multigenerational Wealth
|
Apr 17, 2024 |
|
Growing Wealthy Minds: Nurturing Money Awareness in Children of All Ages
|
Mar 20, 2024 |
|
Unlocking Your Child's Future: Understanding 529 Plans
|
Feb 21, 2024 |
|
Legacy of Prosperity: 30 Years of Financial Wisdom
|
Jan 17, 2024 |
|
How to Think About Estate Planning as Your Legacy Planning
|
Dec 20, 2023 |
|
5 Ds for Business Owners: Death, Disability, Divorce, Disagreement and Distress
|
Nov 16, 2023 |
|
Return on Life Wealth Partners in our Words
|
Oct 25, 2023 |