Secured Steps

Rockwood Wealth Management

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. 

  1. 29 THG 4

    IEPs Without Intimidation: How Parents Can Advocate with Confidence

    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 do. In this episode of Secured Steps, Jeff is joined by Dr. Diana Fannon, an experienced special education professional and advocate whose background includes work as a teacher, school psychologist, and Director of Special Education. Through her work with Disability Ed Pros, Dr. Fannon helps parents better understand the educational system and advocate more confidently for their children.  Together, Jeff and Diana discuss how families can approach the IEP process with more clarity, preparation, and confidence. The conversation draws from Diana’s years of special education advocacy and focuses on what parents can do before, during, and after the meeting to become stronger partners in the process. In this episode, we discuss: Why IEP meetings can feel so intimidating for parentsWhat families should understand before walking into the roomHow to prepare without feeling like you need to become an expert overnightThe difference between disagreement and conflictHow parents can ask better questions during the IEP processWhy goals, services, accommodations, and placement need to connect to the child’s real needsHow families can advocate firmly while preserving working relationshipsThe importance of high expectations for students with disabilitiesWhat to do when the plan looks good on paper but does not seem to be working in practiceFor many families, the IEP is one of the first major systems they have to learn to navigate. And like many disability-related systems, it can feel technical, emotional, and high-stakes all at once. At Secured Steps, we often talk about the importance of structure. That same idea applies here. When parents understand the process, prepare their questions, and know what they are trying to protect, the IEP meeting becomes less intimidating and more productive. Guest Dr. Diana Fannon Special education advocate, educator, and founder of Disability Ed Pros. Dr. Fannon’s work focuses on helping parents navigate IEPs with confidence and supporting more inclusive educational practices for students with disabilities.  Listen if you are: A parent preparing for an IEP meetingA caregiver trying to better understand special education servicesA professional supporting families with children who have disabilitiesAn advocate, educator, or advisor looking for a parent-centered view of the IEP processDisclaimer This episode is for educational purposes only and should not be considered legal, educational, financial, or individualized planning advice. Every family’s situation is unique, and families should consult the appropriate professionals for guidance specific to their child and circumstances. Connect with Diana at https://www.disabilityedpros.com/opt-in-inclusionadvocaytoolkit. Connect with Jeff at https://rockwoodwealth.com/special-needs-financial-planning/

    46 phút
  2. 8 THG 4

    Authentic Inclusion, Accessibility, and Changing the Conversation with Daniel Hodges

    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.

    43 phút

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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.