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Frank Wealth Insights

Frank Wealth Insights explores everyday financial topics—from retirement and tax strategies to charitable giving and investments—through a personal, values-based lens. Hosted by Frank Fantozzi of Return on Life® Wealth Partners, the show helps listeners align their money with what matters most.

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All Episodes

Planning for Aging Parents: Preparing Before Decisions Are Urgent

Frank Wealth Insights | S:2 E:13
In this special episode, Danielle Kelly and Chelsea Hussey discuss ways to approach end-of-life planning for aging parents....
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Advanced Exit Planning: Beyond the Basics

Frank Wealth Insights | S:2 E:13
Attorney and CEO Alex Gertsburg joins Frank Fantozzi to explore what makes a successful exit plan....
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Health and Wealth: Building Balance in an Unbalanced World

Frank Wealth Insights | S:2 E:9
Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, CEPA, explores how wellness might contribute to the ripple effect between your physical and financial l...
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Year-End Tax Planning: Smart Moves Before December 31st

Frank Wealth Insights | S:2 E:8
Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, CEPA, and special guest Nick Mazzone, CPA, discuss timely tax planning topics to consider before year-e...
Listen to Year-End Tax Planning: Smart Moves Before December 31st

Real Estate Diversification

Frank Wealth Insights | S:2 E:7
Frank Fantozzi explains the advantages and disadvantages of real estate so you can decide what works well for your investment portfolio....
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The Big Beautiful Bill: Signed, Sealed, Deducted

Frank Wealth Insights | S:2 E:6
Frank Fantozzi & Tom Reynolds discuss key tax provisions and potential planning considerations introduced with the Big Beautiful Bill....
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Midyear Market Rundown: What You Need to Know

Frank Wealth Insights | S:2 E:5
...
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Family Business Succession Planning: Passing the Torch Without Getting Burned

Frank Wealth Insights | S:2 E:4
Many family businesses struggle to transition to the 2nd and 3rd generation—but with proactive planning, entrepreneurs (and families) may be bette...
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Exit Planning is a Business Strategy: How Preparation Can Help Maximize Value

Frank Wealth Insights | S:2 E:3
Frank Fantozzi takes a deep dive into business exit strategy....
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Selecting a Wealth Advisor: What High-Net-Worth Families Should Look For

Frank Wealth Insights | S:2 E:2
Danielle LeChard joins Frank Fantozzi to examine what high-net-worth families should look for in a financial advisor....
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Women & Wealth: Insights For Smart Financial Decision-Making

Frank Wealth Insights
Chelsea Hussey joins Frank Fantozzi to explore approaches women can consider for planning, protecting, and managing their wealth....
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