Financial planner | Helping successful professionals age 50 reduce taxes, invest smarter and retire on their terms | NED at @CISI | Speaker at @TEDx

Joined December 2010
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🚨New Project🚨 Enough of clickbait headlines disguised as news that simply lure the public into the fad du jour. I’m going to start doing my bit to replace speculation w/ education! Here we go! 🚀 cc. @CISI @pfsconf @FPSB #WFPD2020 #FPWeek2020 #FPWUK
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Hey @AbrahamOnMoney Bold move, my friend! I must warn you: the stakes are high. No pressure, of course. Just know that my entire respect for you as a human being is now riding on this. Boa sorte! 😆🇧🇷🔥
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Amyr Rocha Lima, CFP® retweeted
17 Feb 2025
Made a new mini project: 🇧🇷 lofi air traffic control: brazil edition @ lofiatc.pieter.com I saw lofiatc . com is down now, so wanted to try build my own It mixes Lo-Fi Bossa Nova with Brasilia's live air traffic control radio feed Maybe even better than English ATC cause you can't understand it, so you can still code while listening to it 😊
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Amyr Rocha Lima, CFP® retweeted
As you become an adult, you realize that things around you weren't just always there; people made them happen. But only recently have I started to internalize how much tenacity *everything* requires. That hotel, that park, that railway. The world is a museum of passion projects.
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When I set out to deliver my @TEDx talk, my goal was simple: 𝐓𝐨 𝐫𝐚𝐢𝐬𝐞 𝐚𝐰𝐚𝐫𝐞𝐧𝐞𝐬𝐬 𝐨𝐟 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐚𝐧𝐝 𝐬𝐡𝐨𝐰𝐜𝐚𝐬𝐞 𝐢𝐭 𝐚𝐬 𝐚𝐧 𝐢𝐝𝐞𝐚 𝐰𝐨𝐫𝐭𝐡 𝐬𝐡𝐚𝐫𝐢𝐧𝐠. Thank you to all who have watched, shared & supported it! ❤️ 1/2
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“I conjecture that if you gave investors the next day’s news 24 hours in advance, he would go bust in less than a year.” @nntaleb 👏👏👏
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Some great choices in this thread. For me, it’s Loom. Great memories! 🙌
For those who used a computer between 1995 and 2001, what's the computer game from that time that sticks with you the most, and why?
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Amyr Rocha Lima, CFP® retweeted
2025 is 0% complete.
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Well, today's the day. Highly recommended.
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Ah, Britain, the land of tea, queuing, and apparently 𝘚𝘤𝘩𝘳ö𝘥𝘪𝘯𝘨𝘦𝘳'𝘴 𝘊𝘩𝘳𝘪𝘴𝘵𝘮𝘢𝘴 𝘴𝘩𝘰𝘱𝘱𝘪𝘯𝘨! One moment, we’re bracing for a Dickensian dystopia of “disastrous trading” and shop closures, and the next, we’re stampeding through high streets. 🤷‍♂️
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So, @sjpwealth are at it again: Rejects a Letter of Authority with accompanying e-signature log because they need a “wet signature”. I call them to discuss, but they “can’t talk to me” as I don’t have authority on the client’s policy (no surprises there). 1/2
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Then, I can’t even raise a complaint because I haven’t passed security. Is it any wonder no one is shocked they’re sacking 500 staff? This attitude isn’t just archaic—it’s a moral hazard to the financial services sector. 🤦‍♂️ @TheFCA 2/2
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At Strategic Wealth Partners, our investment philosophy shines through the Strategic Wealth Portfolios™, staying true to a simple principle: Doing the boring things, consistently over time, without getting bored. 😊👍
My guy @morganhousel once said There are 3 durable edges in investing: 1) You can be smarter than everyone else 2) You can be luckier than everyone else (think birth year) 3) You can be more patient than everyone else Which one is your edge?
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Business as usual. 🥩 🤤 #BertSchmert #Storm_Bert
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To my Irish friends. What can I say. You folks deserve a standing ovation for your musicality and sense of humour. Both 10/10. Sláinte to the Emerald Isle! Have a great weekend, folks! cc. @RyanHennessy__ 👏👏👏
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IF YOU ARE ➡ Buying #Bitcoin ➡ Because it keeps going up in value ➡ Because it's a "safe" inflation hedge JUST REMEMBER ✅Price & value are inversely correlated. It isn't value that rises with price: it's risk. Alas, the speculator has everything backwards. 💰💥
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I really hope this turns out to be as good as it deserves to be. 🏎️❤️🙌🇧🇷
SENNA, the limited series about the driver destined to be a hero starring Gabriel Leone, premieres 29 November. 🇧🇷
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I’ll see your Porsche ad and raise you this Volvo ad. youtu.be/cQX-QXxwGvA?si=Y8SD… Simply beautiful storytelling! 👏👏👏

Now this is how you make your car brand relevant to the next generation... - a gorgeous nod to nostalgia (Gen Z love all things that predate digital) - a protagonist we can get behind (yes he's wearing a stupid hat, but heck he's rocking a classic 911 so we can forgive it). - a partnership with a fashion house that's of the moment, heritage inspired and exclusively Gen Z. - "Brat vibes" but with a twist at the end. Perfect
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Proud to share that Strategic Wealth Partners is in @NewModelAdviser ’s Top 100 financial planning firms for 2024! A huge thank you to our clients—this recognition reflects our commitment to delivering value and raising standards in financial planning. Here’s to a bright future!
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