Generational Wealth Development

05/27/2026

There are always a lot of questions when your employer is sold or changes hands. The biggest question should focus on you:

What happens to your retirement account?

You likely have options:
• Leave it with the existing company plan
• Move it into your new employer’s plan
• Roll it into an IRA that you control

The important thing is understanding what options are available and figuring out what works best for your situation, not just what the company suggests.

05/03/2026

Changed jobs recently?

You don’t have to roll your old 401(k) into your new one. You’ve got options and the right choice depends on your situation.

If you’re not sure what to do, I'm happy to help. I offer free One-on-One chats to help you understand your options and make a confident decision.

Message me or schedule a time

04/28/2026

Transparency matters.

You deserve to know exactly what you’re paying, what you’re invested in, and why.

Despite what commercials say, investing doesn’t have to be complicated. It just needs to be clear, honest, and built around you.

Send a message to learn more

04/15/2026

New monthly newsletter goes out at noon today. Basketball adjacent this month. Shoot me your email if you'd like to check it out or sign up here!

04/14/2026

No one should be a bigger expert on your money than you. You will never meet anyone who cares more about your future than you do.

You know the sleepless nights, the sacrifices, and the goals you haven’t even said out loud yet…the life you’re trying to build for your family.

And if the person you hired as a “financial advisor” is just taking your money and isn’t talking about your money story, how could they possibly know what’s best for your life?

Find someone who will help you become your own expert.

Send a message to learn more

03/29/2026

A great way to feel more financially secure is to reduce your spending. Which can seem super difficult when prices seem to keep going up. So I wrote up a few pro tips that helps us to reduce spending.

*If you need a budget template, reach out! I have some resources I'm happy to share.*

How to spend less, save more, and build wealth faster. Learn simple strategies to reduce spending without sacrificing your lifestyle.

02/27/2026

Always a great time talking with students and helping them realize the importance of saving and investing from a young age! Thanks to Todd Shifflett for letting me come and talk to his class!

Todd Shifflett's senior Personal Finance class welcomed guest Phillip Durbin this past week.

Phillip is the owner of Generational Wealth Development, a financial advisory company in Cameron, MO.

Topics of conversation included the importance of saving and investing in the stock market as ways to build wealth.

01/23/2026

Some of us spend more time preparing for a weekend storm than on our finances....

Send a message to learn more

01/21/2026

Finally figured out the 6 7 thing. If you invest $41 per month for 67 years at 8% you'd have $1 Million. The kids just want you to teach them to invest!

Send a message to learn more

01/19/2026

Quick question:

Do you know what your financial advisor is actually doing for you?

If the answer is “uhhh…” 😅 you’re not alone.

Here’s a checklist to help you see if you’re getting real value (or just paying fees and hoping for the best):
👉

Is your financial advisor really helping you? This Financial Advisor Checklist shows what you should be getting and red flags to watch for.