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Women & Wealth: Insights For Smart Financial Decision-Making

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Manage episode 479754978 series 3523524
Content provided by Frank Fantozzi. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Frank Fantozzi or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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 key financial considerations—including earning strategies, investing habits, long-term planning, and what to look for in a trusted wealth advisor. The conversation also touches on common challenges like the gender pay gap and caregiving responsibilities, offering thoughtful insights women can use when planning and managing their wealth.

Frank Fantozzi (CPA, MST, PFS, CDFA, AIF®, CEPA) is the President and Founder of Return on Life Wealth Partners. To learn more about the firm’s approach to planning and wealth management, visit ReturnOnLifeWealth.com or call 440-740-0130 to schedule a conversation with one of our team members.

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.

The views expressed are those of the participants as of the date of recording and may change without notice. Discussions may include forward-looking statements based on current beliefs and assumptions, which are subject to risks and uncertainties.

This podcast does not constitute an offer to buy or sell securities or financial instruments. Any mention of third-party organizations or individuals is for informational purposes only and does not imply endorsement, affiliation, or compensation.

This content may not be copied, reproduced, or distributed without the express written consent of Return on Life Wealth Partners.

  continue reading

19 episodes

Artwork
iconShare
 
Manage episode 479754978 series 3523524
Content provided by Frank Fantozzi. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Frank Fantozzi or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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 key financial considerations—including earning strategies, investing habits, long-term planning, and what to look for in a trusted wealth advisor. The conversation also touches on common challenges like the gender pay gap and caregiving responsibilities, offering thoughtful insights women can use when planning and managing their wealth.

Frank Fantozzi (CPA, MST, PFS, CDFA, AIF®, CEPA) is the President and Founder of Return on Life Wealth Partners. To learn more about the firm’s approach to planning and wealth management, visit ReturnOnLifeWealth.com or call 440-740-0130 to schedule a conversation with one of our team members.

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.

The views expressed are those of the participants as of the date of recording and may change without notice. Discussions may include forward-looking statements based on current beliefs and assumptions, which are subject to risks and uncertainties.

This podcast does not constitute an offer to buy or sell securities or financial instruments. Any mention of third-party organizations or individuals is for informational purposes only and does not imply endorsement, affiliation, or compensation.

This content may not be copied, reproduced, or distributed without the express written consent of Return on Life Wealth Partners.

  continue reading

19 episodes

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