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
April 28, 2026 • 36 mins
In this episode of Frank Wealth Insights, Danielle Kelly and Chelsea Hussey discuss ways to approach end-of-life planning for aging parents. They cover common obstacles, emergency decisions, the importance of coordination, and more.
Important Disclosures:
Investment advisory services are offered through Planned Financial Services, LLC, dba Return on Life Wealth Partners, an SEC-registered investment adviser.
The views and opini...
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March 31, 2026 • 53 mins
In this episode of Frank Wealth Insights, Frank is joined by Alex Gertsburg, an attorney and the CEO of CoverMySix. Alex works closely with business owners on legal strategy, risk management, and continuity planning. He shares perspectives on where exit strategies tend to succeed and where challenges may arise. During the conversation, he dives into the deep end, exploring key considerations for a well-structured exit plan.
Frank ...
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January 27, 2026 • 15 mins
In this episode of Frank Wealth Insights, Frank Fantozzi explores how legacy is much more than money, reframing it as a living story shaped by personal values. Drawing on personal stories and decades of experience, he reflects on how family values, communication, and shared traditions influence the way wealth is experienced across generations. Frank also discusses the role of generosity and charitable giving as part of broader fami...
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December 30, 2025 • 11 mins
Frank explores how your choices, habits, and environment might contribute to the ripple effect between your physical and financial life whether you’re running a business, managing a career, raising a family, or running on caffeine. He also shares some fresh, even unconventional ideas—from the science of decision fatigue to why longevity investors may be reshaping long-term planning.
Frank Fantozzi is the President and Founder of...
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November 25, 2025 • 55 mins
In this episode, Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, CEPA, is joined by his longtime friend Nick Mazzone, CPA. Together they talk about some key year-end tax planning strategies– practical steps to review as the year comes to a close.
Frank Fantozzi is the President and Founder of Return on Life Wealth Partners. To learn more about the firm’s approach to planning and wealth management, visit ReturnOnLifeWealth.com or call ...
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October 28, 2025 • 28 mins
In this episode, Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, CEPA, tackles real estate investments. He explains the core types and tax advantages of real estate, compares real estate to other investments, and highlights key considerations for investors.
Frank Fantozzi is the President and Founder of Return on Life Wealth Partners. To learn more about the firm’s approach to planning and wealth management, visit ReturnOnLifeWealth.c...
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September 30, 2025 • 40 mins
Tom Reyolds, CPA, EA, joins Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, CEPA, to discuss the tax implications of the Big Beautiful Bill. The conversation explores how certain provisions may affect families and businesses, including deductions and credits introduced under the legislation.
Frank Fantozzi is the President and Founder of Return on Life Wealth Partners. To learn more about the firm’s approach to planning and wealth mana...
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August 26, 2025 • 67 mins
Wealth Advisor Cynthia Yang, CFA®, CAIA®, CIPM, joins Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, CEPA, to review the market’s fluctuations through the first half of 2025. Their conversation covers the impacts of the election, tariffs, Federal Reserve policy, the Big Beautiful Bill, deficit spending, and more, before turning to what may be on the horizon.
Frank Fantozzi is the President and Founder of Return on Life Wealth Partners...
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July 29, 2025 • 44 mins
Here’s a hard truth: Many family businesses struggle to make it to the 2nd and 3rd generation — not because the business isn’t viable, but because the planning isn’t clear. In this episode of Frank Wealth Insights, Frank Fantozzi dives into what can get in the way, what to watch for, and how to keep the peace while preparing to pass the torch.
Frank Fantozzi (CPA, MST, PFS, CDFA, AIF®, CEPA) is the President and Founder of Return ...
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June 24, 2025 • 44 mins
They say that when you first get into business, you should already be thinking about how you'll eventually exit your business. In this episode of Frank Wealth Insights, Frank Fantozzi explains this concept and takes a deep dive into business exit strategy. When is the best time to sell? What strategies work best? How should business owners prepare? Hear Frank cover all this and more in today’s episode.
Frank Fantozzi (CPA, MST, P...
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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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