Enough for What? an Interview with Amyr Rocha Lima

Why do super savers keep accumulating, and what is all that money really for? 

Amyr Rocha Lima, Certified Financial Planner from the U.K., shares tips from his new book "Enough for What". 

 

🔑 Key Takeaways:

• Ask "enough for what?" before asking "how much is enough?"
• Complete the Retirement Autopilot Test to uncover your priorities, fears, and unfinished goals.
• Define an ordinary Tuesday in retirement, covering structure, connection, usefulness, growth, and joy.
• Build your financial plan around your lifestyle first, then choose the investments and tax strategies that serve it.
• Recognize that loneliness is a real retirement risk, and plan for social connection early.

 

Key moments:

(00:00) Introduction and Guest Welcome (04:55) The Super Saver Default Mindset (06:10) Shifting from Saving to Spending (10:10) The Retirement Autopilot Test Exercise (14:30) Money, Happiness, and Ordinary Tuesdays (16:00) Five Essentials for a Happy Retirement (20:20) Retirement as Being Out of Service

 

Resources:

• Amir's book: Enough for What? How to turn your money into a retirement worth living
• Amir's website: amyr.co.uk
• Amir's TEDx Talk: https://www.amyr.co.uk/tedx-talk-do-you-have-enough-saved-for-retirement

 

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