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, we dive into one of the most important — and often overwhelming — parts of planning for a loved one with disabilities: housing. Whether you’re just beginning to explore options or deep into decision-making, this conversation will give you clarity on the categories of housing, how funding works, and where to turn for trusted resources in Pennsylvania and New Jersey.
What You’ll Learn:
- The different categories of housing available for adults with intellectual or developmental disabilities — from group homes and supported apartments to private pay and transitional options.
- How public benefits like Medicaid, Social Security, and state programs interact with housing choices.
- The role of private funding, insurance, and creative planning strategies.
- Key resources for parents and caregivers in PA and NJ.
Resources Mentioned:
- Pennsylvania Office of Developmental Programs (ODP): https://www.pa.gov/agencies/dhs
- New Jersey Division of Developmental Disabilities (DDD): https://www.nj.gov/humanservices/ddd/
- The Arc of Pennsylvania: https://thearcpa.org
- The Arc of New Jersey: https://arcnj.org
- PA Housing Finance Agency: https://www.phfa.org
- NJ Housing Resource Center: https://www.njhrc.gov
- National Council on Independent Living: https://ncil.org
Disclaimer
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