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 the Secured Steps podcast, host Jeff Llewellyn engages in a deep conversation with Dr. Jack Hinman about the challenges faced by young adults, particularly those in the special needs community. They explore the intersection of personal and professional experiences, discussing the importance of family dynamics, developmental milestones, and the crisis of connection in today's youth. Dr. Hinman emphasizes the need for parents to encourage social skills and friendships while also addressing the significance of understanding attachment styles and increasing bandwidth for social interaction. The conversation concludes with success stories and strategies for coaching young adults to foster growth and resilience.
Connect with Jack:
https://engagelifenow.com/
LinkedIn: https://www.linkedin.com/in/jack-hinman-engagelifenow

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