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 g

Shielding Your Future: The Life Insurance Advantage

May 20th, 2024 48m 30s

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 effecti

Legacy Builders: Navigating Multigenerational Wealth

Apr 17th, 2024 44m 32s

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 tip

Growing Wealthy Minds: Nurturing Money Awareness in Children of All Ages

Mar 20th, 2024 31m 37s

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 rai

Unlocking Your Child's Future: Understanding 529 Plans

Feb 21st, 2024 28m 34s

In this insightful 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'

Legacy of Prosperity: 30 Years of Financial Wisdom

Jan 17th, 2024 23m 9s

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 wi

How to Think About Estate Planning as Your Legacy Planning

Dec 20th, 2023 27m 7s

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". Investment advice offered through Planned Finan

5 Ds for Business Owners: Death, Disability, Divorce, Disagreement and Distress

Nov 16th, 2023 18m 25s

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

Return on Life Wealth Partners in our Words

Oct 25th, 2023 23m 35s

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, Retur

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