Secured Steps Podcast Por Rockwood Wealth Management arte de portada

Secured Steps

Secured Steps

De: Rockwood Wealth Management
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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.

© 2026 Secured Steps
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Episodios
  • Authentic Inclusion, Accessibility, and Changing the Conversation with Daniel Hodges
    Apr 8 2026

    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 with disabilities.

    Daniel is a thought leader in the disability community and the President and Cofounder of Peaces of Me Foundation, a nonprofit he launched while still in law school. The foundation’s mission is to transform society through community education, innovative professional training, and meaningful connections to resources that help break the stigma surrounding disabilities of all kinds.

    As someone who lives with multiple disabilities himself, Daniel brings both professional insight and lived experience to this conversation. We talk about the deeper meaning of inclusion, the barriers that still exist in workplaces and communities, and why education and awareness are such critical parts of lasting change.

    Daniel also shares more about his own path, the work of Peaces of Me Foundation, and how each of us can play a role in creating a more accessible and inclusive world.

    This is a thoughtful, meaningful episode for families, professionals, advocates, and anyone who wants to better understand what authentic inclusion looks like in practice.

    About Daniel Hodges:
    Daniel Hodges, JD, MHA, is a thought leader on accessibility and authentic inclusion of people with disabilities. He is the President and Cofounder of Peaces of Me Foundation, a nonprofit dedicated to transforming society through community education, innovative professional training, and connections to relevant resources that break the stigma surrounding disabilities of all kinds.

    Daniel founded the organization while in law school and brings a powerful blend of leadership, advocacy, and lived experience to his work. He earned his Juris Doctorate from The University of Baltimore and his Master’s in Healthcare Administration from Western Governors’ University.

    Connect with Daniel and Peaces of Me Foundation:
    Instagram: https://www.instagram.com/peacesofmefoundation?igshid=MTNiYzNiMzkwZA==
    Facebook: https://www.facebook.com/PeacesOfMeFoundation?mibextid=vk8aRt
    Facebook Group: https://www.facebook.com/share/g/8qBcFK55wuRLJkYL/?mibextid=A7sQZp
    LinkedIn: https://www.linkedin.com/company/peaces-of-me-foundation/
    X: https://x.com/PeacesofMeFdn?t=5aDeXvRGoJrwITeUyAr1SQ&s=09
    YouTube: https://www.youtube.com/@peacesofmefoundation247

    Listen, follow, and share:
    If you enjoyed this episode, please subscribe to Secured Steps, leave a review, and share it with someone who cares about building a more inclusive world.

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    43 m
  • Why Special Needs Families Miss Important Tax Savings
    Apr 1 2026

    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 medical expenses, adult dependents, ABLE accounts, and trust coordination, Jeff shares practical insights to help families ask better questions and avoid costly oversights. If you care for a loved one with disabilities and want a clearer, more confident approach to tax planning, this episode is for you.

    #DisabilityPlanning
    #TaxPlanning

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    13 m
  • Am I Hurting My Child with Special Needs If I Save for Retirement First?
    Feb 17 2026

    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 of threatening it?

    In this episode, I unpack one of the most emotionally loaded questions families ask: how to balance retirement planning with long-term financial planning for a child with disabilities. We explore the real trade-offs, common mistakes parents make, and how an integrated strategy can protect both your independence and your child’s lifelong care needs.

    You’ll learn how retirement security, Special Needs Trust funding, ABLE accounts, government benefits, and estate planning all work together — not against each other. Most importantly, you’ll leave with a practical framework to help reduce guilt, increase clarity, and move forward with confidence.

    If you’d like more guidance on special needs financial planning, visit www.rockwoodwealth.com/snfp to explore ways we help families build secure futures.

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    11 m
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