Secured Steps

About 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.

Publisher

Rockwood Wealth Management

Category

business · education · kids & family

Language

en

Explicit

No

First episode

18 May 2025

Latest episode

31 Jul 2026

Latest episodes

26 episodes in the feed.

1. 

   31 Jul 2026

   Will Your Special Needs Trust Last a Lifetime?

   Creating a special needs trust is an important milestone—but signing the document is not the same as completing the plan. In this episode of Secured Steps, Jeff Llewellyn explores a question families may not ask until it is too late: Will the money in a special needs trust last throughout the beneficiary’s lifetime? Jeff discusses why the trust’s starting balance does not tell the whole story, how inflation and changing support needs can affect the plan, and why families should think carefull...

2. 

   29 Apr 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...

3. 

   8 Apr 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...

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

14 ratings

Podcast Authority Score: 31 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

42

Social presence

0

YouTube

0

Engagement

51

Contact Secured Steps

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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