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 Spending Accounts (FSAs)
And more!
Discover tips for evaluating your options and making informed choices that align with your financial and healthcare needs. Tune in for insights that can help you navigate your employer-sponsored benefits package more effectively! 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 reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Return on Life Wealth Partners. Each name of a guest or a third-party organization mentioned in this podcast is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Return on Life Wealth Partners. Return on Life Wealth Partners is not affiliated with its guest, nor does it provide compensation for such guest appearance. The content of this podcast does not constitute a recommendation from any Return on Life Wealth Partners entity to the recipient and is provided for informational purposes only. Return on Life Wealth Partners is not providing any financial, economic, legal, investment, accounting, or tax advice through this podcast or to its recipient.
Certain information contained in this podcast constitutes “forward-looking statements”, and there is no guarantee that these results will be achieved. Return on Life Wealth Partners has no obligation to provide updates or changes to the information in this podcast. Past performance does not guarantee future results, which may vary. Neither Return on Life Wealth Partners nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability; therefore, including in respect of direct, indirect, or consequential loss or damage is expressly disclaimed. Neither Return on Life Wealth Partners nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefor (including in respect of direct, indirect, or consequential loss or damage) are expressly disclaimed. The views expressed in this transcript are not necessarily those of Return on Life Wealth Partners and Return on Life Wealth Partners is not providing any financial, economic, legal, accounting, or tax advice or recommendations.
Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC.Planned Financial Services, LLC and LPL Financial are separate entities.
Investment advisory services offered through Planned Financial Services, LLC, dba Return on Life Wealth Partners, an SEC-Registered Investment Adviser.