Frank Wealth Insights

Frank Fantozzi

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

About PodLP

PodLP is the leading podcast app for feature phones. With 10M+ installs in nearly every country, PodLP is available for KaiOS on the KaiStore and JioStore, as well as Cloud Phone and Android. If you're interested in promoting "Frank Wealth Insights" on PodLP, contact sales@podlp.com.

Screenshots are mockup renders of PodLP for KaiOS. Actual design may vary based on platform, operating system, and app version.

Frank Wealth Insights

Episodes (29)

Apr 28th Planning for Aging Parents: Preparing Before Decisions Are Urgent
Mar 31st Advanced Exit Planning: Beyond the Basics
Jan 27th Wealth Legacy: Building a Meaningful Financial Story

Frank Wealth Insights

Apr 28, 2026
37¾ minutes
42 MB

In 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, emergency decisions, the importance of coordination, and more. Important Disclosures: 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 a...

Frank Wealth Insights

Planning for Aging Parents: Preparing Before Decisions Are Urgent

Frank Fantozzi

00:00 -36:54