Navigating Retirement: Insights from Meeta Gosai on Securing Your Future

Retirement is about far more than accumulating enough money. In this conversation, Tony van Niekerk speaks with Meeta Gosai, Head of Income Solutions at Momentum Corporate, about the realities of creating sustainable retirement income in an increasingly uncertain world. They explore the financial and emotional challenges retirees face, including longevity, inflation, market volatility and sequencing risk, while highlighting the critical role advisers play in helping clients make confident decisions. Meeta explains why retirement planning should move beyond the traditional choice between growth and security, introducing the concept of a balanced retirement income strategy through with-profit annuities. The discussion also examines how guaranteed lifetime income, smoothing mechanisms and inflation-conscious solutions can provide retirees with greater confidence and peace of mind. This practical conversation offers valuable insights for financial advisers looking to improve retirement outcomes and support clients throughout one of life's biggest transitions.