Frank Wealth Insights
oleh Frank Fantozzi
Episode terbaru
Planning for Aging Parents: Preparing Before Decisions Are Urgent
Planning for Aging Parents: Preparing Before Decisions Are Urgent
Tentang podcast ini
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
20 episode terbaru dari 29
- Planning for Aging Parents: Preparing Before Decisions Are Urgent · 37 mnt · Musim 2 Episode 13In 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…
- Advanced Exit Planning: Beyond the Basics · 53 mnt · Musim 2 Episode 12In 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…
- Wealth Legacy: Building a Meaningful Financial Story · 16 mntIn 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…
- Health and Wealth: Building Balance in an Unbalanced World · 12 mnt · Musim 2 Episode 9Frank 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…
- Year-End Tax Planning: Smart Moves Before December 31st · 56 mnt · Musim 2 Episode 8In 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…
- Real Estate Diversification · 28 mnt · Musim 2 Episode 7In 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…
- The Big Beautiful Bill: Signed, Sealed, Deducted · 41 mnt · Musim 2 Episode 6Tom 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…
- Midyear Market Rundown: What You Need to Know · 1 jam 7 mntWealth 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…
- Family Business Succession Planning: Passing the Torch Without Getting Burned · 45 mnt · Musim 2 Episode 3Here’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…
- Exit Planning is a Business Strategy: How Preparation Can Help Maximize Value · 45 mnt · Musim 2 Episode 2They 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…
- What to Look for When Choosing a Wealth Advisor · 42 mnt · Musim 2 Episode 2On 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…
- Women & Wealth: Insights For Smart Financial Decision-Making · 37 mntOn 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…
- Unlocking Executive Compensation and Employee Retention Tools: Strategies and Considerations · 45 mntOn 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…
- New Year, New Strategies. · 51 mntOn 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…
- Commercial Banking: Key Considerations for Business Owners · 52 mntIn 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…
- Benefits Blueprint: Navigating Your Employee Coverage Choices · 47 mntJoin 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…
- Understanding Estate Planning: Do's and Don'ts for Thoughtful Family Planning · 57 mntIn 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…
- Tax-Smart Charitable Giving: Sophisticated Strategies for Aligning Personal Values and Financial Goals · 33 mntIn this episode of Frank Wealth Insights, ROL President and Founder Frank Fantozzi explores how to strategically enhance both your financial and charitable impact through…
- Medicare Matters: Navigating Healthcare After 65 · 42 mntTune 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…
- Trust Matters: Comparing Corporate Trustees and Individual Trustees - Pros and Cons Explored · 42 mntIn 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…
