New Year, New Strategies.

Frank Wealth Insights

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 strategies for evaluating and adjusting your financial plan for the year ahead.

Topics covered include:

• Why the start of the new year is an ideal time to revisit your financial plan.
• Insights into the past year’s market performance and its potential impact on your portfolio.
• Strategies to enhance tax efficiency, including charitable contributions and gifting options.
• How to balance short-term financial needs with long-term investment goals.
• The value of working with a financial team, including wealth advisors, CPAs, and estate planners, to ensure your plan is aligned.

This episode provides practical information to help you evaluate your financial strategies as you move into 2025. Don’t forget to like, subscribe, and share the podcast with those who may find it helpful!
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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.