Secured Steps
Secured Steps
Podcast Description
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.
Podcast Insights
Content Themes
The podcast covers a range of topics essential to special needs financial planning, including ABLE accounts, special needs trusts, government benefits, and budgeting strategies. For example, an episode titled 'ABLE Accounts Explained: What Every Family Should Know' details how ABLE accounts interact with SSI and Medicaid rules, while emphasizing practical guidance tailored for parents, grandparents, and caregivers.
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.
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 child’s future instead of threatening it?
In this episode, I unpack one of the most emotionally loaded questions families ask: how to balance retirement planning with long-term financial planning for a child with disabilities. We explore the real trade-offs, common mistakes parents make, and how an integrated strategy can protect both your independence and your child’s lifelong care needs.
You’ll learn how retirement security, Special Needs Trust funding, ABLE accounts, government benefits, and estate planning all work together — not against each other. Most importantly, you’ll leave with a practical framework to help reduce guilt, increase clarity, and move forward with confidence.
If you’d like more guidance on special needs financial planning, visit www.rockwoodwealth.com/snfp to explore ways we help families build secure futures.
Disclaimer
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