Opus Private Client, LLC

18/06/2026

An average return can sound comforting…until real life gets involved.

Neal Brincefield explains why retirees never actually experience “the average.” They experience their own sequence of returns, their own withdrawals, and their own market timing.

That’s where retirement income planning becomes more personal and far more complicated than a projection number on a screen.

This WealthStyle conversation explores why sequence risk matters so much once income starts coming from the portfolio.

If you’ve ever wondered why two people with similar returns can end up with very different retirement experiences, this episode is worth your time.

Catch the full conversation now. https://bit.ly/49P4PWF

17/06/2026

Doing some home improvement? There's one item that most homeowners overlook when undertaking remodeling projects.

The item most homeowners forget on their home improvement project checklist is insurance.

11/06/2026

More risk doesn’t always create a better retirement outcome.

Sometimes it just creates a rougher ride.

Neal Brincefield explains why retirement income planning works differently once withdrawals begin. Bigger market swings can create more pressure on the portfolio at the exact moment retirees need stability the most.

That’s why this WealthStyle conversation focuses less on chasing returns and more on building a structure that can handle difficult market periods.

The discussion around “better brakes” instead of a “bigger engine” is one of the strongest parts of the episode.

View and share the full conversation to hear how Neal thinks about resilience in retirement planning. https://bit.ly/49P4PWF

10/06/2026

Although minority- and women-owned businesses are a mainstay of the US economy and bring significant benefits to their communities, they also face challenges. Learn more about them and the steps we can take to overcome them.

Minority and women business owners have a unique set of skills and challenges.

03/06/2026

Charitable donations not only benefit the recipient, but they can boost your personal happiness and generate tax benefits. How can you make charitable giving part of your long-term plan?

The paychecks may stop in retirement, but that doesn't mean you have to stop giving to causes you care about

30/05/2026

Does financial planning mean that your day-to-day life gets stale as you focus on saving, investing, and paying off debts?

It doesn’t have to be that way! ☀️

Our mission is to move your wealth and lifestyle forward, increase your purpose, and provide you with clarity and confidence.

Join us as we share 35 years of experience, client stories, and valuable resources on our podcast, WealthStyle.

Listen now on Apple Podcasts: https://bit.ly/3S0wISD

28/05/2026

Buying a franchise without strong support can feel a lot like figuring everything out alone.

Scott Thompson of Your Future Franchise shares why the best franchisors give owners real systems, training, benchmarks, and operational guidance instead of just selling a name.

That structure can make a huge difference once the day-to-day reality of running the business starts.

What kind of support would matter most to you if you owned a franchise?

View and share the full WealthStyle episode to hear the full conversation.

27/05/2026

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

21/05/2026

The conversation around student loans is evolving, but many approaches have not caught up.

Geoffrey Urquhart explains how borrowing limits, repayment options, and timelines are all shifting at the same time.

What used to be a straightforward process now requires coordination between multiple decisions, each one impacting the next.

Getting clarity early is no longer optional.

It is part of the strategy.

Tune in! https://bit.ly/4dhYe87

20/05/2026

Creating a budget may take time and effort, but the payoff is worth it. Check out these 7 simple tips and tricks that may help you stick to your budget.

Effective budgeting will empower you to make responsible financial decisions without sacrificing your emotional well-being