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 effective strategies for coverage, they help demonstrate how life insurance can serve as a crucial element in safeguarding your family and creating a lasting legacy. Tune in to gain valuable insights, practical tips, and guidance designed to make well-informed decisions regarding your life insurance needs. Investment advice offered through Planned Financial Services, LLC, a Registered Investment Advisor.The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. This communication expresses the views and opinions of the participants as of the date it was recorded or indicated, and such views are subject to change without notice. This podcast is being made available for educational purposes only and should not be used for any other purpose. The information contained herein does not constitute and should not be construed as an offering of advisory services or an offer to sell or solicitation to buy any securities or related financial instruments in any jurisdiction. This podcast may discuss forward looking statements that are based on then-current beliefs of the participants.

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 tips and strategies, stories, and savvy insights that can help shape lasting legacies. From smart investments to family dynamics, gain the knowledge and inspiration you need to help preserve and grow your family's wealth for generations to come. Investment advice offered through Planned Financial Services, LLC, a Registered Investment Advisor.The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. This communication expresses the views and opinions of the participants as of the date it was recorded or indicated, and such views are subject to change without notice. This podcast is being made available for educational purposes only and should not be used for any other purpose. The information contained herein does not constitute and should not be construed as an offering of advisory services or an offer to sell or solicitation to buy any securities or related financial instruments in any jurisdiction. This podcast may discuss forward looking statements that are based on then-current beliefs of the participants.

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 raising financially aware children in a world filled with monetary challenges and discuss the art of fostering money consciousness in our kids without simply handing them cash.Whether you're a parent, guardian, or educator, "Growing Wealthy Minds" equips you with the tools and knowledge to empower the next generation with a strong foundation in financial literacy. Tune in to discover how to cultivate lifelong money management skills in your children, setting them on the path to financial success and independence.Investment advice offered through Planned Financial Services, LLC, a Registered Investment Advisor.The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. This communication expresses the views and opinions of the participants as of the date it was recorded or indicated, and such views are subject to change without notice. This podcast is being made available for educational purposes only and should not be used for any other purpose. The information contained herein does not constitute and should not be construed as an offering of advisory services or an offer to sell or solicitation to buy any securities or related financial instruments in any jurisdiction. This podcast may discuss forward looking statements that are based on then-current beliefs of the participants.

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'll break down:The difference between 529 college savings and prepaid tuition plansTax benefitsContribution limitsQualified expensesInvestment options, and moreFrank and Danielle also address common misconceptions and answer key questions surrounding 529 plans to help you make informed decisions for securing your child's education without breaking the bank. Don't miss out on this essential guide to unlocking your child's future with a 529 plan!Pursuant to Section 529(b)(1)(A)(ii) of the Internal Revenue Code, 529 plans are known as Qualified Tuition Plans. There are two types of 529 plans: savings plans and prepaid tuition plans. Both are generally sponsored by states or state agencies. Each plan has its own eligibility requirements, so please consult your Financial Advisor or the plan offering documents for more information. A comprehensive list of disclosure matters are addressed in connection with the Savings Plans in order to fulfill the responsibilities of state issuers to account owners. These disclosures are intended to present information in a clear manner and do not overlap with the disclosure obligations of broker-dealers or investment managers who are involved with Savings Plans.  Understanding the differences between plan types and state-specific state tax benefits is important. Return on Life Wealth Partners suggests you consult with your individual tax or legal advisor. Investment advice offered through Planned Financial Services, LLC, a Registered Investment Advisor.The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. This communication expresses the views and opinions of the participants as of the date it was recorded or indicated, and such views are subject to change without notice. This podcast is being made available for educational purposes only and should not be used for any other purpose. The information contained herein does not constitute and should not be construed as an offering of advisory services or an offer to sell or solicitation to buy any securities or related financial instruments in any jurisdiction. This podcast may discuss forward looking statements that are based on then-current beliefs of the participants.

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 with the firm from the very beginning of this incredible 30-year ride. Listen as he shares personal insights into his family’s financial journey with us, reflecting on the transformational impact that Return on Life Wealth Partners has had on their financial well-being. Together, we'll dive into the rich history of the firm, exploring key milestones, challenges, and triumphs that have shaped us into the trusted financial partners we are today. Here's to 30 years of financial growth, community impact, and the enduring relationships we’ve built along the way. Investment advice offered through Planned Financial Services, LLC, a Registered Investment Advisor.The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. This communication expresses the views and opinions of the participants as of the date it was recorded or indicated, and such views are subject to change without notice. This podcast is being made available for educational purposes only and should not be used for any other purpose. The information contained herein does not constitute and should not be construed as an offering of advisory services or an offer to sell or solicitation to buy any securities or related financial instruments in any jurisdiction. This podcast may discuss forward looking statements that are based on then-current beliefs of the participants.

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 Financial Services, LLC, a Registered Investment Advisor.The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. This communication expresses the views and opinions of the participants as of the date it was recorded or indicated, and such views are subject to change without notice. This podcast is being made available for educational purposes only and should not be used for any other purpose. The information contained herein does not constitute and should not be construed as an offering of advisory services or an offer to sell or solicitation to buy any securities or related financial instruments in any jurisdiction. This podcast may discuss forward looking statements that are based on then-current beliefs of the participants.

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 to learn more on how effective business continuity and succession planning is a proactive process.Investment advice offered through Planned Financial Services, LLC, a Registered Investment Advisor.The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. This communication expresses the views and opinions of the participants as of the date it was recorded or indicated, and such views are subject to change without notice. This podcast is being made available for educational purposes only and should not be used for any other purpose. The information contained herein does not constitute and should not be construed as an offering of advisory services or an offer to sell or solicitation to buy any securities or related financial instruments in any jurisdiction. This podcast may discuss forward looking statements that are based on then-current beliefs of the participants.

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, Return on Life®, to the forefront. Listen to learn more about the name change in their own words. Investment advice offered through Planned Financial Services, LLC, a Registered Investment Advisor.The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. This communication expresses the views and opinions of the participants as of the date it was recorded or indicated, and such views are subject to change without notice. This podcast is being made available for educational purposes only and should not be used for any other purpose. The information contained herein does not constitute and should not be construed as an offering of advisory services or an offer to sell or solicitation to buy any securities or related financial instruments in any jurisdiction. This podcast may discuss forward looking statements that are based on then-current beliefs of the participants.