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In the Media

Interviews, television segments, and articles featuring Nikki Ockenden, RFC®, CEO and Principal Advisor of ThriveRight Financial. 

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Nikki on planning for retirement, taxes, and the life you want to live.

Meet Nikki Ockenden, RFC®

An introduction to Nikki and how the ThriveRight team helps families prepare for retirement with clarity and confidence.

Spot on the Money.

Nikki's segments on Spot on the Money, a half-hour financial television program

Spot on The Money- Thrive Right Financial Episode 1

Spot on The Money- Thrive Right Financial Episode 2

Spot on The Money- Thrive Right Financial Episode 3

Spot on The Money- Thrive Right Financial Episode 4

Spot on The Money- Thrive Right Financial Episode 5

Spot on The Money- Thrive Right Financial Episode 6

Spot on The Money- Thrive Right Financial Episode 7

Spot on The Money- Thrive Right Financial Episode 8

Read

Features and press about Nikki and ThriveRight Financial.

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Passing Retirement Savings to Your Kids, Not the IRS: Nikki Ockenden on Roth Conversions

Nikki looks at legacy planning through a tax lens, explaining why a Roth conversion strategy matters for families who want their IRA and 401(k) savings to reach heirs instead of being lost to taxes.

Feature interview: October 5, 2026

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Nikki Ockenden Explains How Partial Roth Conversions Can Lower Lifetime Taxes in Retirement

Nikki shares how strategic partial Roth conversions and tax harvesting can help retirees keep more of their 401(k) savings, with the potential to save a significant amount in lifetime taxes depending on account size.

Feature interview: October 5, 2026

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ThriveRight Financial Group Celebrates 6 Years of Personalized Financial Planning in The Woodlands

Founder Nikki Ockenden marks six years of retirement planning and client education for business owners, executives, working professionals, and retirees, with a process that starts with the full financial picture and keeps adapting the plan as life changes.

Feature interview: September 29, 2026

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Nikki Ockenden Is Rethinking What Retirement Planning Can Mean for Modern Families

Nikki shares how early lessons about financial uncertainty led her to build ThriveRight Financial, a woman-owned firm in The Woodlands, TX, offering holistic retirement planning that brings income, investments, taxes, estate planning, and insurance into one ongoing strategy.

Feature interview: September 25, 2026

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One of Texas' Top Retirement Planners Says Retirees Are Grading Their Portfolios on the Wrong Number

Nikki explains why market volatility, not headline returns, determines whether a retirement nest egg can reliably cover the bills, and why protecting retirement income starts with avoiding selling into a falling market.

Feature interview: September 25, 2026

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Feature interview: January 15, 2026

Hidden Gems: Meet Nikki Ockenden of ThriveRight Financial

Nikki shares how growing up with financial uncertainty in Minneapolis shaped her career, and how ThriveRight brings income, investments, taxes, estate planning, and insurance into one coordinated plan.

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How ThriveRight Financial Helps Americans Decode Their "Big Beautiful Bill"

Feature interview: June 6, 2026

A look at ThriveRight's Big Beautiful Bill analysis, which maps out lifetime taxes, Medicare surcharges, and other costs so families can plan for them ahead of time.

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Feature interview: June 6, 2026

ThriveRight Financial Champions Holistic Planning for Modern Households

Nikki explains ThriveRight's holistic approach: connecting retirement, investments, insurance, taxes, and estate planning into one plan that's revisited as life changes.

THRIVERIGHT FINANCIAL

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© 2026 ThriveRight Financial

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ThriveRight Financial and Kinetic Investment Management, Inc. are two separate entities. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions under ThriveRight Financial. Investment Advisory Services are offered through Kinetic Investment Management, Inc., a registered investment adviser.

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Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

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