Secured Steps

Welcome to Secured Steps , the podcast where Jeff Llewellyn of Rockwood Wealth Management helps families confidently navigate the financial planning journey for individuals with special needs. Each episode features expert insights and real conversations with advocates, professionals, and families from the special needs community—because every family deserves a secure path forward. This podcast is intended for educational purposes only and should not be construed as investment, tax, or legal advice. Listeners should consult with their own qualified advisors before making any financial decisions.

Secured Steps is a business podcast hosted by Rockwood Wealth Management, with 26 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Rockwood Wealth Management hosts Secured Steps, a business show with 26 episodes published.

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  Episode #24

  IEPs Without Intimidation: How Parents Can Advocate with Confidence

  Apr 29, 202646 minS1

  <p>IEP meetings can feel overwhelming for families. There are acronyms, evaluations, goals, services, timelines, and sometimes an uncomfortable feeling that everyone else at the table understands the system better than you do.</p><p>In this episode of Secured Steps, Jeff is joined by Dr. Diana Fannon, an experienced special education professional and advocate whose background includes work as a teacher, school psychologist, and Director of Special Education. Through her work with Disability Ed Pros, Dr. Fannon helps parents better understand the educational system and advocate more confidently for their children. </p><p>Together, Jeff and Diana discuss how f...

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  Episode #23

  Authentic Inclusion, Accessibility, and Changing the Conversation with Daniel Hodges

  Apr 8, 202643 minS1

  <p>In this episode of Secured Steps, I sit down with Daniel Hodges, JD, MHA for an important conversation about accessibility, authentic inclusion, and what it really takes to build a society that better supports people with disabilities.</p><p>Daniel is a thought leader in the disability community and the President and Cofounder of Peaces of Me Foundation, a nonprofit he launched while still in law school. The foundation’s mission is to transform society through community education, innovative professional training, and meaningful connections to resources that help break the stigma surrounding disabilities of all kinds.</p><p>As so...

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  Episode #22

  Why Special Needs Families Miss Important Tax Savings

  Apr 1, 202613 minS1

  <p>In this episode of <b>Secured Steps</b>, Jeff Llewellyn breaks down the tax moves special needs families miss most and explains how to think more strategically about taxes throughout the year. From credits versus deductions to medical expenses, adult dependents, ABLE accounts, and trust coordination, Jeff shares practical insights to help families ask better questions and avoid costly oversights. If you care for a loved one with disabilities and want a clearer, more confident approach to tax planning, this episode is for you. </p><p> #DisabilityPlanning<br/> #TaxPlanning </p>

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  Episode #21

  Am I Hurting My Child with Special Needs If I Save for Retirement First?

  Feb 17, 202611 minS1

  <p>If you’re a parent of a child with special needs, saving for your own retirement can sometimes feel selfish — even risky. But what if prioritizing your financial security actually strengthens your child’s future instead of threatening it?</p><p>In this episode, I unpack one of the most emotionally loaded questions families ask: how to balance retirement planning with long-term financial planning for a child with disabilities. We explore the real trade-offs, common mistakes parents make, and how an integrated strategy can protect both your independence and your child’s lifelong care needs.</p><p>You’ll learn how...

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  Episode #20

  What Is a Special Needs Trust?

  Feb 3, 202611 minS1

  <p>A special needs trust can be one of the most important tools in a disability family’s plan—but it’s also one of the most misunderstood. In this episode, I break down <b>what a special needs trust is, how it works, and why it matters</b> if SSI and Medicaid benefits are part of your loved one’s support system (now or in the future). You’ll walk away with a clear, plain-English understanding of the structure, the key players, the main trust types, and the practical mistakes to avoid.</p><p>In this episode, we cover:</p>What a s...

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