Hosted by Rockwood Wealth Management · 🇺🇸 US · EN-US · 25 episodes
Established thought leaders with verified media credentials.
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.
Rockwood Wealth Management hosts Secured Steps, a business show with 25 episodes published.
IEP meetings can feel overwhelming for families. There are acronyms, evaluations, goals, services, timelines, and sometimes an uncomfortable feeling that everyone else at the table understands the system better than you
In this episode of Secured Steps, I sit down with Daniel Hodges, JD, MHA for an important conversation about accessibility, authentic inclusion, and what it really takes to build a society that better supports people wit
In this episode of Secured Steps , Jeff Llewellyn breaks down the tax moves special needs families miss most and explains how to think more strategically about taxes throughout the year. From credits versus deductions to
If you’re a parent of a child with special needs, saving for your own retirement can sometimes feel selfish — even risky. But what if prioritizing your financial security actually strengthens your child’s future instead
A special needs trust can be one of the most important tools in a disability family’s plan—but it’s also one of the most misunderstood. In this episode, I break down what a special needs trust is, how it works, and why i
Opening an ABLE account shouldn’t feel like a research project. In this episode, I walk you through how to open an ABLE account step-by-step —from confirming eligibility, to choosing the right state plan, to completing t
Supplemental Security Income (SSI) is one of the most important — and misunderstood — disability benefits for families. In this episode, Jeff Llewellyn explains how SSI works, who qualifies, and why age 18 is a critical
In this episode of Secured Steps , Jeff Llewellyn sits down with Brian Klazmer of Klazmer Financial Group for a deep conversation on how life and disability insurance really works for families with loved ones with specia
In this episode of Secured Steps, Jeff Llewellyn sits down with Stephanie Lee Jackson, founder of Practical Sanctuary to explore how the spaces we live in can help — or hinder — our nervous systems. Stephanie designs sen
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 ex
In this episode of Secured Steps, host Jeff Llewellyn speaks with author Catherine Zoratti about her journey as a parent of two boys, one neurotypical and one neurodiverse. They discuss the inspiration behind her book 'H
In this episode of Secured Steps, Jeff Llewellyn interviews Jennifer Gasner, an author and advocate for changing perceptions of people with disabilities. Jennifer shares her personal journey of being diagnosed with a rar
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 i
In this episode of Secured Steps, Jeff Llewellyn sits down with Jeaneen Tang, a speech-language pathologist with over two decades of experience helping children find their voice. They explore the power of early intervent
In this episode of Secured Steps, Jeff Llewellyn speaks with John Fela, a national disability advocate and parent of a child on the autism spectrum. They discuss John's journey through disability advocacy, the challenges
In this episode of Secured Steps, Jeff Llewellyn discusses the critical concept of anchoring in special needs financial planning. He emphasizes the importance of establishing a solid foundation for future planning by tak
In this episode, Dr. Christopher Scott Wyatt shares his personal journey as an autistic self-advocate and father of neurodiverse daughters. He discusses the impact of teachers on neurodiverse students, the implications o
In this episode of Secured Steps, Jeff Llewellyn speaks with April Ratchford, an occupational therapist and advocate for autistic individuals. They discuss the challenges of parenting an autistic child, the importance of
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 Ne
Choosing a trustee for a Special Needs Trust is one of the most important decisions a family can make—but it’s also one of the most misunderstood. In this episode of Secured Steps, we break down the key differences betwe
Dr. Diana Fannon
Special Education Director and School Psychologist · Disability Ed Pros
1 appearance on this show
Daniel Hodges
President and Cofounder · Peaces of Me Foundation
1 appearance on this show
Stephanie Lee Jackson
Founder · Practical Sanctuary, Sensory Interior Design
1 appearance on this show
Dr. Jack Hinman
founder and admissions director · Engage Young Adult Transitions
1 appearance on this show
Jennifer Gasner
author
1 appearance on this show
Jeaneen Tang
Los Angeles speech-language pathologist and author
1 appearance on this show
John Fela
Ministry Relations Manager · Joni and Friends Chicago
1 appearance on this show
April Ratchford
occupational therapist and advocate for autistic young adults
1 appearance on this show
Sponsor detection runs nightly. Check back soon.
No public pitch examples yet for this show.
Generate your own personalised pitchBased on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:
Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.
Shows with the most semantically similar episode content. Pitch one, pitch all; producers cluster.
Secured Steps has a verified contact on file. Create a free PitchCentric account to access it and generate a personalised pitch in seconds. Research at least 3 recent episodes first and lead with a specific angle that serves their business audience.
Secured Steps is hosted by Rockwood Wealth Management. The show is categorised under business (investing) and has published 25 episodes.
Secured Steps has published 25 episodes.
Secured Steps regularly covers business, investing, education. It sits in the business category, with a investing focus.
Secured Steps is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
Secured Steps hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of Secured Steps average 30 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates Secured Steps's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
Methodology. Booking Probability™ blends Listen Score, 30-day Virality, open-to-guests detection, and Apple ratings. Data refreshed every 60 minutes. Listen Score and Booking Probability are calculated by PitchCentric. Last enriched 4 days ago.
