In today’s fast-paced world, where work, family, and financial obligations compete for attention, many professionals often overlook a critical question: Do you have enough saved for retirement? In his thought-provoking talk, financial planner Amyr Rocha Lima challenges viewers to pause and reflect on what retirement truly means beyond numbers on a spreadsheet.
Defining “The Good Life”
Instead of focusing solely on financial figures, Amyr emphasizes the importance of defining what the good life looks like for each individual. Retirement, he argues, is not just about reaching a certain savings target but about aligning money with personal values and life goals. By starting with a clear vision of the lifestyle one desires, planning becomes more meaningful and achievable.
Beyond Money: Clarity and Intentionality
Amyr draws from both personal anecdotes and years of professional experience to highlight a crucial point: money is simply a tool. Without clarity on what matters most, even large sums of money can fail to bring fulfillment. His talk encourages individuals to step back and reflect whether it’s traveling, supporting family, pursuing hobbies, or giving back to the community, retirement should be intentional and purpose-driven.
Smart Strategies for Retirement Planning
While vision and values form the foundation, Amyr also underlines practical strategies for turning those dreams into reality. He explores ways professionals can reduce taxes, invest wisely, and create sustainable retirement plans. By balancing financial discipline with intentional living, he shows how individuals can confidently retire on their own terms.
The Expert Behind the Advice
Amyr Rocha Lima is not only an engaging speaker but also a highly respected financial planner. As the Managing Director of Strategic Wealth Partners in Kingston upon Thames, he has guided countless professionals in navigating the complexities of retirement planning. His leadership roles as Non-Executive Director of the Chartered Institute for Securities & Investment (CISI) and Chairman of the CISI’s Financial Planning Forum further highlight his authority and dedication to the field.
A Call to Reflect and Act
The central message of this talk is clear: retirement planning is deeply personal. By combining financial strategies with self-reflection, individuals can move beyond the fear of not having “enough” and instead focus on crafting a retirement that aligns with their version of happiness. Amyr leaves his audience with a powerful reminder — the sooner you define your good life, the sooner you can start building it.