Secured Steps Podcast Por Rockwood Wealth Management arte de portada

Secured Steps

Secured Steps

De: Rockwood Wealth Management
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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.

© 2025 Secured Steps
Episodios
  • Trailer

    Trailer
    May 18 2025

    Secured Steps is the podcast that helps parents, grandparents, and caretakers confidently navigate the financial planning process for individuals with disabilities. Hosted by Jeff Llewellyn of Rockwood Wealth Management — and a parent who’s walked this path — each episode delivers clear, practical guidance on topics including government benefits, special needs trusts, and budgeting, ABLE accounts, and investment management. Featuring expert guests in law, education, and community services, Secured Steps gives you the tools to build a secure and sustainable future, one step at a time.

    https://rockwoodwealth.com/special-needs-financial-planning/
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