Opus Private Client, LLC

05/30/2026

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

05/28/2026

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.

05/27/2026

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.

05/21/2026

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

05/20/2026

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

05/14/2026

The difference between a good outcome and a frustrating one is often invisible at first.

Geoffrey Urquhart shares what he sees across thousands of borrowers:
- Repayment plans that do not match their goals
- Missed opportunities for forgiveness
- Refinancing decisions made without understanding the full picture

None of these feel urgent in the moment.

But over time, they compound into something much bigger.

What is one financial decision you wish you had revisited sooner?

Check out the full episode: https://bit.ly/3Pu4Fgt

05/13/2026

A home warranty may make sense, but you need to set proper expectations.

Understanding the value of a home warranty.

05/07/2026

"Don't buy the watch. Buy the dealer."

That one line from Dr. Talha Kaner says more about the luxury watch market than most guides ever will.

The watch is the product. The dealer is the relationship. And in a market where fakes exist, links go missing, and prices shift daily, the relationship is what actually protects the buyer.

Most collectors spend years searching for the right piece. The ones who find them fastest spent that time finding the right person first.

It is the same principle Opus Private Client LLC is built on. The right financial strategy matters. But the right advisor, one who picks up the phone, tells the truth, and stays accountable, matters more.

Who is someone in your corner who has made all the difference?

Tag them.

Tune in and soak up the wisdom! https://bit.ly/3QvoGU8

05/06/2026

Feeling like your spending is out of control? Take a short break from non-essential expenses to reset your habits. Cutting back temporarily can reveal where you overspend and free up cash for savings or retirement. You might be surprised how quickly.

Temporarily cutting back on spending can help assess where you’re overspending.

04/30/2026

In an industry full of people willing to cut corners, Dr. Talha Kaner made a different calculation.

His medical license is on the line with every transaction. That means no fakes, no scams, no missing bracelet links quietly pocketed before the sale.

It sounds like a constraint. It turned into his greatest competitive advantage.

When buyers know the person they are dealing with has skin in the game, real consequences, and real accountability, trust is no longer something that needs to be built slowly. It arrives with the first call.

One sale turns into two referrals. Two referrals turn into a network. The business grows not from marketing but from a reputation that cannot be faked.

Integrity is not just the right thing to do. In most industries, it is the strategy most people leave on the table.

What is one non-negotiable that quietly runs your business? Drop it in the comments.