Retirement Elevated Podcast with Sean Lee

New Year’s Financial Checklist

January 13, 2022

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


What we discuss: 

1:23 - Adjust tax withholdings.

3:43 - Assess retirement contributions.

5:52 - Gather your tax information.

8:19 - What’s your overall retirement health?


Get additional financial information: