Retirement is often viewed through the narrow lens of numbers savings goals, pension pots, and investment returns. But in his insightful talk, “Do you have enough saved for retirement?”, financial planner Amyr Rocha Lima encourages us to see retirement as something much more profound. Instead of just asking how much money is needed, he challenges individuals to reflect on what “the good life” truly means to them.
Defining Retirement Beyond Finances
In the video, Amyr emphasizes that retirement planning should begin with clarity about personal values and goals. Too often, people fixate on arbitrary financial targets without considering the lifestyle they truly want to build. By asking deeper questions What brings fulfillment? What do you want your days to look like? retirement becomes less about money for money’s sake and more about intentional living.
Practical Strategies Backed by Experience
Drawing on his extensive experience as a multi-award-winning financial planner, Amyr provides practical strategies for aligning financial decisions with life goals. He discusses how smarter investing, reducing unnecessary taxes, and structured planning can help individuals create a future where financial security supports their chosen lifestyle. His advice is not only technical but also deeply human, recognizing that money is a tool, not the end goal.
The Power of Reflection and Planning
What sets Amyr’s talk apart is the way he blends personal anecdotes with professional expertise. By sharing relatable stories, he demonstrates that financial planning isn’t reserved for the ultra-wealthy or those nearing retirement it’s something every professional can and should do early on. The key lies in consistent reflection, revisiting one’s definition of “the good life,” and adjusting financial strategies accordingly.
Why This Message Matters
In a world where uncertainty often clouds financial futures, Amyr Rocha Lima offers both reassurance and direction. His role as Managing Director of Strategic Wealth Partners and Chairman of the CISI Financial Planning Forum underscores his authority in the field. Yet, his message remains accessible: retirement planning is not just about spreadsheets, it’s about designing a life of meaning and purpose.
Takeaway from the Talk
By the end of the video, viewers are left with a powerful question not “Do I have enough money to retire?” but rather, “Am I intentionally creating the life I want to live?” This reframing makes financial planning less daunting and far more empowering. Amyr Rocha Lima’s guidance is a reminder that the best retirement isn’t measured by wealth alone, but by how well that wealth supports the life you envision.