Secured Steps
Rockwood Wealth Management
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About This Podcast
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.
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Recent Episodes
S1E24 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…
S1E23 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…
S1E22 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…
S1E21 Am I Hurting My Child with Special Needs If I Save for Retirement First?
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…
S1E20 What Is a Special Needs Trust?
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 what a special needs trust is,…
S1E19 How to Open an ABLE Account the Right Way
Opening an ABLE account shouldn’t feel like a research project. In this episode, I walk you through how to open an ABLE account step-by-step—from confirming eligibility, to choosing the right state…
S1E18 Navigating Supplemental Security Income (SSI): A Primer for Families
Supplemental Security Income (SSI) is one of the most important — and misunderstood — disability benefits for families. In this episode, Jeff Llewellyn explains how SSI works, who qualifies, and why…
S1E17 What Every Family with Special Needs Should Know About Life & Disability Insurance — with Brian Klazmer
In this episode of Secured Steps, Jeff Llewellyn sits down with Brian Klazmer of Klazmer Financial Group for a deep conversation on how life and disability insurance really works for families with…
S1E16 From Overwhelming to Oasis: Sensory-Smart Interiors with Stephanie Lee Jackson
In this episode of Secured Steps, Jeff Llewellyn sits down with Stephanie Lee Jackson, founder of Practical Sanctuary to explore how the spaces we live in can help — or hinder — our nervous…
S1E15 Power of Showing Up: Young Adult Transitions with Jack Hinman
In this episode of the Secured Steps podcast, host Jeff Llewellyn engages in a deep conversation with Dr. Jack Hinman about the challenges faced by young adults, particularly those in the special…
S1E14 Parenting in an Atypical World: A Conversation with the Author of Hello Saturday
In this episode of Secured Steps, host Jeff Llewellyn speaks with author Catherine Zoratti about her journey as a parent of two boys, one neurotypical and one neurodiverse. They discuss the…
S1E13 My Unexpected Life: Jennifer Gasner on Embracing Disability and Finding Joy
In this episode of Secured Steps, Jeff Llewellyn interviews Jennifer Gasner, an author and advocate for changing perceptions of people with disabilities. Jennifer shares her personal journey of being…
S1E12 Finding Home: Housing Overview for Adults with Disabilities in PA & NJ
In this episode of Secured Steps, we dive into one of the most important — and often overwhelming — parts of planning for a loved one with disabilities: housing. Whether you’re just beginning to…
S1E11 Play Dumb & Sabotage: A Conversation with Jeaneen Tang
In this episode of Secured Steps, Jeff Llewellyn sits down with Jeaneen Tang, a speech-language pathologist with over two decades of experience helping children find their voice. They explore the…
S1E10 From Parent to Advocate: John Fela's Journey
In this episode of Secured Steps, Jeff Llewellyn speaks with John Fela, a national disability advocate and parent of a child on the autism spectrum. They discuss John's journey through disability…
S1E9 Anchor: The First Step in Special Needs Planning
In this episode of Secured Steps, Jeff Llewellyn discusses the critical concept of anchoring in special needs financial planning. He emphasizes the importance of establishing a solid foundation for…
S1E8 Navigating Neurodiversity in Education: Dr. Christopher Scott Wyatt
In this episode, Dr. Christopher Scott Wyatt shares his personal journey as an autistic self-advocate and father of neurodiverse daughters. He discusses the impact of teachers on neurodiverse…
S1E7 Adulting with Autism: A Conversation with April Ratchford
In this episode of Secured Steps, Jeff Llewellyn speaks with April Ratchford, an occupational therapist and advocate for autistic individuals. They discuss the challenges of parenting an autistic…
S1E6 Navigating Disability & Elder Law with Attorney Ryann M. Siclari
In this episode of Secured Steps, host Jeff Llewellyn sits down with Ryann M. Siclari, Certified Elder Law Attorney (CELA) and recipient of the Joseph B. Young Excellence in Legal Advocacy Award from…
S1E5 Bundled vs. Unbundled: Choosing the Right Trustee Arrangement for Your Special Needs Trust
Choosing a trustee for a Special Needs Trust is one of the most important decisions a family can make—but it’s also one of the most misunderstood. In this episode of Secured Steps, we break down the…
Frequently Asked Questions
Secured Steps has published 25 episodes since May 2025, covering topics in Business, Education.
Secured Steps is currently highly active with new episodes every 2 weeks. Average episode length is 28m.
Sign up on Grep.FM to access contact details for Secured Steps, including email and social media links.
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