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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