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 caring for a loved one with special needs, you’ve probably heard about ABLE accounts—but do you know how they actually work, or how they can protect eligibility for benefits like SSI and Medicaid?
In this episode of Secured Steps, Jeff Llewellyn of Rockwood Wealth Management breaks down everything you need to know about ABLE accounts—Achieving a Better Life Experience accounts—and how they fit into a comprehensive special needs financial plan.
You'll learn:
- Who qualifies for an ABLE account (including age and disability criteria)
- 2025 contribution limits and how the ABLE to Work provision expands savings potential
- What counts as a Qualified Disability Expense (QDE)
- How ABLE accounts interact with SSI and Medicaid rules—including the $100,000 balance limit
- Key differences between ABLE accounts and Special Needs Trusts, and how they complement each other
- Common mistakes to avoid
Whether you're a parent, grandparent, or caregiver, this episode will equip you with practical guidance to make the most of one of the most powerful tools in special needs planning.
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