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, dba Return on Life Wealth Partners, an SEC-Registered Investment Adviser. For additional info regarding services, please visit www.ReturnOnLifeWealth.com
Episodes
May 27, 2025 • 41 mins
On this episode of Frank Wealth Insights, Frank Fantozzi is joined by Wealth Advisor Danielle LeChard, CFP®, to explore what high-net-worth families might consider when selecting a financial advisor. They discuss factors that may influence the decision-making process—such as professional background, communication style, and planning approach—and highlight the value of working with an advisor whose philosophy aligns with your family...
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April 29, 2025 • 37 mins
On this episode of Frank Wealth Insights, Frank Fantozzi is joined by Wealth Advisor Chelsea Hussey (CLU®, ChFC®, CFP®) to explore how women can approach their financial lives with clarity and intention. They discuss key financial considerations—including earning strategies, investing habits, long-term planning, and what to look for in a trusted wealth advisor. The conversation also touches on common challenges like the gender pay ...
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February 19, 2025 • 44 mins
On this episode of Frank Wealth Insights, Frank Fantozzi explores an important topic for executives and business owners: how to use executive compensation and key employee retention tools (also called “golden handcuffs”) to attract, retain, and reward top talent.
He’ll break down popular strategies such as stock options, restricted stock units (RSUs), deferred compensation, Phantom Stock Plans, and Split Dollar Life Insurance. Plus...
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January 23, 2025 • 51 mins
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 and adjusting your financial plan for the year ahead.
Topics covered include:
Why the start of the new year is an ideal time to revisit your financial plan.
Insights into the past year’s market perf...
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December 9, 2024 • 52 mins
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.
They discuss:
The dos and don’ts of borrowing
The differences between commercial real estate and other real estate loans
Community banks versus big banks
How to strengthen your banking relationships, a...
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November 15, 2024 • 46 mins
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 they explore the complexities of employee benefits.
They cover key topics such as:
Medical insurance
Short-term and long-term disability coverage
Life insurance
Health Savings Accounts (HSAs)
Flexible S...
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October 21, 2024 • 57 mins
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’ts of thoughtful family planning.
Gain insights into the significance of estate planning, key documents such as wills, powers of attorney, and health care proxies, as well as financial and emotional co...
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September 18, 2024 • 33 mins
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. Discover strategies for effective charitable giving that support your favorite causes and align with your values while also striving to improve tax efficiency. Learn about methods like Donor-Advised Fun...
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August 19, 2024 • 41 mins
Tune in to this episode of Frank Wealth Insights as Frank Fantozzi, president and founder of Return on Life Wealth Partners, and special guest Rodika Koloda, Health and Medicare Advisor at Insurance Systems Group, Inc., break down the complexities of Medicare. They offer insights, guidance, and practical tips to help you make informed decisions about your healthcare and Medicare coverage. From understanding the different parts of M...
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July 22, 2024 • 42 mins
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 we believe that selecting the right trustee is crucial for ensuring the effective management and protection of assets. Listen as Frank and Kate discuss the i...
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June 17, 2024 • 33 mins
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 tax implications, they'll uncover some of the essential do's and don'ts that every pote...
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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 lasting legacy. Tune in to gain valuable insight...
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April 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 are aimed toward shaping lasting legacies. From smart investments to family dynamics, gain the knowledge and inspiration you need to help pr...
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March 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 without simply handing them cash. Tune in to discov...
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February 21, 2024 • 28 mins
In this 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
Investment options, and more
Pursuant to Section 529(b)(1)(A)(ii) of the Internal Revenue Code, 529 pl...
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January 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 journey with us, reflecting on the transformational impa...
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December 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". 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 copied, distributed, published, or repro...
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November 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.The opinions and views expressed in this podcast may not necessarily reflect the views of Pl...
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October 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 advisory services offered through Planned Financial Services, LLC, dba Return on Life ...
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