Small Goals, Big Progress: Roy & Tom Trtan on Helping Social Security Disability Clients Thrive in 2026

About this episode

Roy and Tom discuss strategies for setting small goals to help Social Security Disability clients navigate their claims and life on benefits.

How can Social Security Disability (SSDI/SSI) claimants keep moving forward when the process and life on benefits feels overwhelming? In this episode, Roy sits down with Tom Trtan to share actionable strategies for setting—and achieving—small, realistic goals during and after the disability claim journey. Roy and Tom break down: Why small goals matter for disability clients navigating SSA procedures or post-entitlement work incentives like Ticket to Work (SSA resource)The psychological boost ...

People in this episode

Host: Roy Rickstrew

Guest: Tom Trtan

Topics covered

• Social Security Disability
• goal setting
• disability claims
• Ticket to Work
• client support
• mental health

Keywords

• Social Security Disability
• small goals
• disability claims
• Ticket to Work
• client support
• mental health
• goal achievement

Mentioned in this episode

Organizations: Social Security Administration, Ticket to Work, Social Security Disability, SSI, SSDI

More episodes of UR Disability Rep

• Social Security Disability: Case Advocate · May 27, 2026 · 5 min
• Disability Determinations and Outdated Jobs · May 13, 2026 · 6 min
• Inside SSA Advocacy: Why a Professional Representative Changes Everything · April 7, 2026 · 6 min
• Getting Disability: More Than Just Luck · March 17, 2026 · 6 min
• HIPAA vs. Social Security Disability: How Is Your Medical Info Protected? · March 5, 2026 · 6 min
• SSA Hearing Options: Phone, Video, or In-Person? · February 20, 2026 · 6 min