Secured Steps
Claim This Podcastby Rockwood Wealth Management
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Podcast Overview
<p>Welcome to <b>Secured Steps</b>, 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. </p><p><br></p><p>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. </p>
Language
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Publishing Since
5/18/2025
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Recent Episodes
April 29, 2026
IEPs Without Intimidation: How Parents Can Advocate with Confidence
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. 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, D...
April 8, 2026
Authentic Inclusion, Accessibility, and Changing the Conversation with Daniel Hodges
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. 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 profes...
April 1, 2026
Why Special Needs Families Miss Important Tax Savings
In this episode of Secured Steps, 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 plannin...
25 total episodes available
Recent guests on Secured Steps
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Ryann M Siclari
Guest
Dr Sharlene Smith
Guest
Jeff Llewellyn
Guest
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Frequently asked questions
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- What is Secured Steps?
<p>Welcome to <b>Secured Steps</b>, 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. </p><p><br></p><p>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. </p> - How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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