Passion, Planning, and Portfolio Power: Lessons from Microsoft, Market Trends, and the Mappiness Project

Money Matters With Wes Moss

Jeff Lloyd joins Wes to explore the latest news, compelling financial insights, and human psychology:

• Consider the Mappiness Project—What truly brings you joy? Are you building a life that includes high-ranking endeavors?

• Rediscover Your Core Pursuits—Jeff recounts his lifelong love for Pearl Jam concerts and music tourism, including a trip with Wes to see Chris Stapleton. What passions keep you energized?

• Review 2025 Market Performance So Far—Are your investments tracking with the broader market’s progress?

• Break Down Sector Trends—Explore what’s working and what’s not in today’s market. Which industries are thriving, and where should you be cautious?

• Look back on Microsoft’s 50-Year Journey—From a garage startup to a trillion-dollar titan—Wes and Jeff highlight lessons investors can learn from Microsoft’s evolution.

• Think ‘Companies, Not Stocks’—Are you investing in businesses with real value or just chasing ticker symbols? A powerful mindset shift for long-term wealth building.

• Evaluate The 5 P’s of Financial Planning—Planning, Portfolio, Protection, Passing It On, and Payments.

• Reimagine Your Time Horizon—What if your retirement horizon is only 20 years instead of 35?

• Learn the Power of Staying Invested—An investment in the S&P 500 in 1975 would be worth what today? Can you commit to the long game?

• Avoid the Perfection Trap—You don’t need to pick the next Microsoft. Wes reminds us: Participation in the market typically beats perfection.

🎧 Tune in now to hear stories, stats, Microsoft puns, and effective financial planning that could reshape your future, but don’t just listen—act! Subscribe, share it with a friend, and take one step closer to your happy retirement. Call 800-805-6301 to leave a voicemail or contact us HERE for a chance to have your question featured in an upcoming episode.