Secured Steps
Jeff Llewellyn
jeff.llewellyn@rockwoodwealth.com
Booking Overview
PR value: The show features expert guests who discuss practical, actionable topics for families with special needs, providing credible case studies and thought leadership. Booking value comes from guests with finance, healthcare, and caregiving expertise and real-world impact stories.
Metrics
18 episodes, Weekly, 5.0 rating
<1k, Neutral, USA
Contact Information
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.
Production Team
Host
Jeff Llewellyn
Categories
Investing, Business, Education, Self-Improvement, Health & Fitness, Society & Culture, Careers, Parenting
Booking Intelligence
Booking Requirements
high
Typical Credentials:
Industry-leading experts in finance, healthcare, design, or advocacy related to special needs
Required Achievements:
books/articles/policy impact in special needs, media appearances, recognized expertise in caregiving or clinical practice
Recent Guest Discussions
Brian Klazmer - Life And Disability Insurance For Families With Special Needs, Stephanie Lee Jackson - Sensory-smart Interiors And Design For Neurodivergent Families, Dr. Jack Hinman - Young Adult Transitions And Social/attachment Strategies
Recent Topics
special needs planning, disability planning, life insurance, caregiver wellbeing, neurodiversity, home environment, youth transitions, family finances, advocacy, planning education
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