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.
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 Disability Rights New Jersey.
Ryann brings deep insight into the world of special needs and elder law, covering critical topics including:
• The differences between guardianship and less restrictive alternatives
• When and how to use ABLE accounts
• How to design special needs trusts that work in real life
• The importance of a personalized, family-centered legal strategy
Whether you're supporting a loved one with a disability or caring for aging parents, this episode is full of valuable guidance from one of the field’s most compassionate and skilled attorneys.
Learn more about Ryann's practice at www.porzioplanning.com.
You can connect with Jeff Llewellyn at www.rockwoodwealth.com/snfp
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