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.

Apple PodcastsSpotifyTuneIniHeartRadio

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


Retirement Baseball

While home runs are an exciting part of any baseball game, the end result of who wins the game has a lot more to do with how the rest of the game is played. Drawing from his extensive experience both on the field and in finance, Sean provides valuable insights into how the principles of baseball can be applied to crafting a successful retirement strategy.


Rookie Investment Mistakes

Investing can be a daunting task, especially for those who are new to the game. In this podcast, Sean shares his expertise on common rookie investing mistakes and how to avoid them.


Retirement Satisfaction

Who are the people who have the highest satisfaction in retirement? And how can you be one of them? It begins with understanding your retirement needs.



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


Investment Advisory Services offered through Elevated Capital Advisors, LLC, an SEC Registered Investment Advisor. Insurance products and services are offered through Elevated Financial Services, LLC.

*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report, you may be provided with information regarding the purchase of insurance and investment products in the future.