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Frank Wealth Insights

Frank Wealth Insights

De : Frank Fantozzi
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À propos de ce contenu audio
 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.com2026 Frank Fantozzi Economie Finances privées
Épisodes
  • Wealth Legacy: Building a Meaningful Financial Story

    Wealth Legacy: Building a Meaningful Financial Story
    Jan 27 2026
    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 family conversations around purpose and meaning. The episode encourages listeners to think more intentionally about the idea of a “living legacy” and to consider how conversations around values, traditions, and priorities can shape the story they leave behind. 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 440.740.0130 to connect with a member of the team. Important Information: Investment advisory services are offered through Planned Financial Services, LLC, dba Return on Life Wealth Partners, an SEC-registered investment adviser. The views and opinions expressed in this podcast are for general informational and educational purposes only and do not constitute specific financial, legal, investment, or tax advice. Listeners should consult with a qualified professional before making any financial decisions. Information is believed to be accurate as of the date of recording but may not be complete or updated for subsequent changes in law or regulation. The views expressed are those of the participants as of the date of recording and may change without notice. Discussions may include forward-looking statements based on current beliefs and assumptions, which are subject to risks and uncertainties. Any forward-looking statements or references to potential outcomes are not guarantees and are subject to change. Past performance is not indicative of future results. References to an individual’s professional experience are not guarantees of future results. This podcast does not constitute an offer to buy or sell securities or financial instruments. Any mention of third-party organizations or individuals is for informational purposes only and does not imply endorsement, affiliation, or compensation. Any discussion of charitable giving, estate planning, or tax strategies is intended for general informational purposes only and should not be construed as individualized tax or legal advice. Please consult with qualified tax and legal professionals before implementing strategies that may affect your financial situation. Any strategies or tools mentioned may not be suitable for all families and should be evaluated with qualified professionals. This content may not be copied, reproduced, or distributed without the express written consent of Return on Life Wealth Partners. For more information about our firm, services, and full disclosures, please refer to our Form ADV Part 2A Brochure, available upon request, or at https://www.adviserinfo.sec.gov
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    16 min
  • Midyear Market Rundown: What You Need to Know

    Midyear Market Rundown: What You Need to Know
    Aug 26 2025
    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. To learn more about the firm’s approach to planning and wealth management, visit ReturnOnLifeWealth.com or call 440-740-0130 to schedule a conversation with a member of the team. Important Information: Investment advisory services are offered through Planned Financial Services, LLC, dba Return on Life Wealth Partners, an SEC-Registered Investment Adviser. The views and opinions expressed in this podcast are for general informational and educational purposes only and do not constitute specific financial, legal, investment, or tax advice. Listeners should consult with a qualified professional before making any financial decisions. The views expressed are those of the participants as of the date of recording and may change without notice. Discussions may include forward-looking statements based on current beliefs and assumptions, which are subject to risks and uncertainties. Any forward-looking statements or references to potential outcomes are based on assumptions and estimates and are subject to change. Past performance is not indicative of future results. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Past performance does not guarantee future results. Asset allocation does not ensure a profit or protect against a loss. This podcast does not constitute an offer to buy or sell securities or financial instruments. Any mention of third-party organizations or individuals is for informational purposes only and does not imply endorsement, affiliation, or compensation. This content may not be copied, reproduced, or distributed without the express written consent of Return on Life Wealth Partners. A portion of this research material was obtained from LPL Financial, LLC. All information is believed to be from reliable sources; however, Planned Financial Services, LLC, dba Return on Life Wealth Partners, make no representation as to its completeness or accuracy. For more information about our firm, services, and full disclosures, please refer to our Form ADV Part 2A Brochure, available upon request, or at https://www.adviserinfo.sec.gov.
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    1 h et 8 min
  • Unlocking Executive Compensation and Employee Retention Tools: Strategies and Considerations

    Unlocking Executive Compensation and Employee Retention Tools: Strategies and Considerations
    Feb 19 2025
    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, he’ll cover how these tools tie into tax planning, liquidity events, and long-term wealth management. Tune in for insights into how you can effectively align these compensation strategies with your broader financial goals. 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. Investment advisory services offered through Planned Financial Services, LLC, dba Return on Life Wealth Partners, an SEC-Registered Investment Adviser.
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    45 min
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