Secured Steps

Secured Steps

Secured Steps

Topic Category:

Business, Education

Topic Sub-Category:

Investing, Self Improvement

Language:

English

Podcast Stats:

Number of Episodes: 2
Series Type: episodic
Content Type: AUDIO

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.

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Disclaimer
This podcast’s information is provided for general reference and was obtained from publicly accessible sources. The Podcast Collaborative neither produces nor verifies the content, accuracy, or suitability of this podcast. Views and opinions belong solely to the podcast creators and guests.

 

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