Apr 28, 202637 minS2
<p>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...
business
Frank Wealth Insights
Hosted by Frank Fantozzi · business · EN
About this Podcast:
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
Pitch Analysis
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Contact path
Verified email
Booking probability
31%
Guest openness
Selective
80/100
Required Score
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Signup to Generate a PitchQuestions about Frank Wealth Insights
What is Frank Wealth Insights about?
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?
Who hosts Frank Wealth Insights?
Frank Wealth Insights is hosted by Frank Fantozzi. The show has published 29 episodes to date.
What has Frank Wealth Insights covered recently?
Recent episodes include "Planning for Aging Parents: Preparing Before Decisions Are Urgent" (28 April 2026, 37 minutes), "Advanced Exit Planning: Beyond the Basics" (31 March 2026, 53 minutes), and "Wealth Legacy: Building a Meaningful Financial Story" (27 January 2026, 16 minutes).
How often does Frank Wealth Insights publish?
Frank Wealth Insights publishes roughly monthly, with episodes averaging 42 minutes across 29 episodes.
How hard is it to get booked on Frank Wealth Insights?
Booking probability for Frank Wealth Insights is 31%, and the host is rated Selective on guests. Frank Wealth Insights requires a Pod Score of 80 or higher. Frank Wealth Insights's contact route on record: verified email.
Who should pitch Frank Wealth Insights?
The strongest fits for Frank Wealth Insights are Investing & Wealth Management. Frank Wealth Insights has a business audience.
About the host
Frank Fantozzi hosts Frank Wealth Insights, a business podcast with 29 episodes published.
Verified host email: ████████@████.comSign in to unlock →
Recent episodes
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Episode #12
Advanced Exit Planning: Beyond the Basics
Mar 31, 202653 minS2<p>In this episode of Frank Wealth Insights, Frank is joined by Alex Gertsburg, an attorney and the CEO of CoverMySix. Alex works closely with business owners on legal strategy, risk management, and continuity planning...
Frank Wealth Insights
Wealth Legacy: Building a Meaningful Financial Story
Jan 27, 202616 minS0<p>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...
Dec 30, 202512 minS2<p>Frank explores how your choices, habits, and environment might contribute to the ripple effect between your physical and financial life whether you’re running a business, managing a career, raising a family, or...
Nov 25, 202556 minS2<p>In this episode, Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, CEPA, is joined by his longtime friend Nick Mazzone, CPA. Together they talk about some key year-end tax planning strategies– practical steps to review as...
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Episode #7
Real Estate Diversification
Oct 28, 202528 minS2<p>In this episode, Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, CEPA, tackles real estate investments. He explains the core types and tax advantages of real estate, compares real estate to other investments, and...
Episode #6
The Big Beautiful Bill: Signed, Sealed, Deducted
Sep 30, 202541 minS2<p>Tom Reyolds, CPA, EA, joins Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, CEPA, to discuss the tax implications of the Big Beautiful Bill. The conversation explores how certain provisions may affect families and...
Frank Wealth Insights
Midyear Market Rundown: What You Need to Know
Aug 26, 20251h 8mS0<p>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...
- Jul 29, 202545 minS2
<p>Here’s a hard truth: Many family businesses struggle to make it to the 2nd and 3rd generation — not because the business isn’t viable, but because the planning isn’t clear. In this episode of Frank Wealth Insights...
Episode #2
Exit Planning is a Business Strategy: How Preparation Can Help Maximize Value
Jun 24, 202545 minS2<p>They say that when you first get into business, you should already be thinking about how you'll eventually exit your business. In this episode of Frank Wealth Insights, Frank Fantozzi explains this concept and takes...
May 27, 202542 minS2<p>On this episode of Frank Wealth Insights, Frank Fantozzi is joined by Wealth Advisor Danielle LeChard, CFP®, to explore what high-net-worth families might consider when selecting a financial advisor. They discuss...
Frank Wealth Insights
Women & Wealth: Insights For Smart Financial Decision-Making
Apr 29, 202537 minS0<p>On this episode of Frank Wealth Insights, Frank Fantozzi is joined by Wealth Advisor Chelsea Hussey (CLU®, ChFC®, CFP®) to explore how women can approach their financial lives with clarity and intention. They discuss...
Frank Wealth Insights
Unlocking Executive Compensation and Employee Retention Tools: Strategies and Considerations
Feb 19, 202545 minS0<p>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...
Frank Wealth Insights
New Year, New Strategies.
Jan 23, 202551 minS0<p>On this episode of Frank Wealth Insights, Frank Fantozzi, President and Founder of Return On Life Wealth Partners, is joined by wealth advisor and Certified Financial Planner, Danielle LeChard, to discuss key...
Frank Wealth Insights
Commercial Banking: Key Considerations for Business Owners
Dec 9, 202452 minS0<p>In this episode of Frank Wealth Insights, host Frank Fantozzi welcomes Carrie Malotte, Vice President of Commercial Banking and SBA Lending Specialist from Westfield Bank, to explore some of the key aspects of...
Frank Wealth Insights
Benefits Blueprint: Navigating Your Employee Coverage Choices
Nov 15, 202447 minS0<p>Join Frank Fantozzi, president and founder of Return on Life Wealth Partners, in the latest episode of Frank Wealth Insights.</p><p>In this engaging discussion, Frank welcomes back his colleague and Wealth Advisor...
Frank Wealth Insights
Understanding Estate Planning: Do's and Don'ts for Thoughtful Family Planning
Oct 21, 202457 minS0<p>In this episode of Frank Wealth Insights, host Frank Fantozzi is joined by Connie Powall, a respected attorney and partner at Gertsburg Licata, LPA. They'll discuss the important topic of estate planning, focusing on...
Frank Wealth Insights
Tax-Smart Charitable Giving: Sophisticated Strategies for Aligning Personal Values and Financial Goals
Sep 18, 202433 minS0<p>In this episode of Frank Wealth Insights, ROL President and Founder Frank Fantozzi explores how to strategically enhance both your financial and charitable impact through tax-smart charitable giving and sophisticated...
Frank Wealth Insights
Medicare Matters: Navigating Healthcare After 65
Aug 19, 202442 minS0<p>Tune in to this episode of Frank Wealth Insights as Frank Fantozzi, president and founder of Return on Life Wealth Partners, and special guest Rodika Koloda, Health and Medicare Advisor at Insurance Systems Group...
Frank Wealth Insights
Trust Matters: Comparing Corporate Trustees and Individual Trustees - Pros and Cons Explored
Jul 22, 202442 minS0<p>In this insightful episode of Frank Wealth Insights, Frank Fantozzi and special guest, Kate Shackleton, Executive VP, Trust & Insurance at LPL Financial, delve into the critical choice between corporate trustees and...
Recent guests
Recent guests on Frank Wealth Insights. Study who booked and why before you pitch.
D
Danielle Kelly
Assistant Athletic Director, Student-Athlete Development, ONE Championship
A
Alex Gertsburg
Managing Partner, Gertsburg Licata Law Firm
F
Frank Fantozzi
Return on Life Wealth Partners
C
Carrie Malotte
Westfield Bank
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