Ep 80: New Year’s Financial Checklist

What things should you be focusing on in 2022? We talk through a checklist of financial things to focus on in the new year.

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Thing’s You’ll Learn Along Today’s Journey

It’s that time of the year that many of us decide we want to make some changes, set some goals, and embrace the new you. What things can you do financially speaking as we enter into the new year?

You may be getting your W-2 in the next few weeks and be preparing to file taxes. While many feel excited about a big refund, is this really best for your finances? It might be worth looking at your deductions to see if you should get more of that money back on a monthly basis instead of all at once in April. If you’re a business owner, there may be more decisions to consider from a tax perspective.

Is it time to assess your retirement contributions? There are two important things to look at 1. Are you putting away as much as you possibly can? 2. How are you contributing? Consider your future self, which may mean putting money in the Roth bucket instead of taking the tax break now. You’ll want to contribute at least up to the match but look beyond that to see where you can be saving.

Have you organized and gathered all of your tax documents before you file taxes? Don’t delay! You don’t want to be that guy who is filing at the last second.

Finally, you want to spend some time in this new year reviewing your retirement health. If you haven’t built a plan, now is a good time because a lot of people are thinking about it. Get out there and get a good understanding of: what does a planning process looks like? Reach out to Sean and his team to help steer you in the right direction.

Listen to the entire episode or skip ahead using the timestamps below.

[1:23] Adjust tax withholdings.

[3:43] Assess retirement contributions.

[5:52] Gather your tax information.

[8:19] What’s your overall retirement health?

Looking Back From The Mountaintop

“What things should you be focusing on in 2022? We talk through a checklist of financial things to focus on in the new year.”

-Sean Lee


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Financial Fill in the Blank

Let’s play a game of fill-in-the-blank with Sean to see how he would finish off these financial statements. What will the market do to you? What’s the best way to set yourself up for success in retirement? What’s the biggest financial mistake retirees make?



For over a decade, Sean Lee has helped families reach and maintain their financial goals. As a trusted advisor, he coaches and assists his clients with their financial goals by focusing on the fundamentals and takes a practical and personal approach when working with them.

As a trusted professional in Utah, Sean has been featured in The Wall Street Journal’s Market Watch, The Deseret News, The Salt Lake Tribune and USA Today. He has also been featured as a local financial advisor on Utah’s NBC station, KSL 5.

Questions for Sean?



(801) 639-0095


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