Skip to content
Unleashed Financial LLC
  • Home
  • About
  • Wealth Management
    • Wealth Management
    • Investment Management
    • Financial Planning
    • Fees
  • Articles
    • Archive
  • Contact
  • T-Mobile
Schedule

Company Benefits

Maximize your company benefits. Expert guidance on navigating RSUs, ESPPs, 401(k) plans, and other complex employer stock and compensation options.

401k Investing: The Roth 401k vs Traditional 401k Decision Process

October 28, 2025December 7, 2023 by Jason Preti, CFP®
Roth 401k vs Traditional 401k

Roth 401k vs Traditional 401k? Learn about key factors such as tax implications, risk tolerance, and the benefits of tax diversification.

Categories Company Benefits

Maximizing Your Retirement Savings: Your 401(k) for a Secure Retirement

November 15, 2025November 24, 2023 by Jason Preti, CFP®
Maximize retirement savings

Maximizing Your Retirement Savings.
Explore these strategies to boost your 401(k) and ensure long-term financial security.

Categories Company Benefits, Retirement Savings

8 Common 401(k) Mistakes Tech Professionals Must Avoid

November 15, 2025April 18, 2023 by Jason Preti, CFP®
hand stopping blocks from tipping over

Tech professionals: Is concentrated stock hurting your retirement? Discover the 8 common 401(k) and advanced investment mistakes to secure your wealth.

Categories Company Benefits, Financial Planning, Retirement Savings

Archives

  • 2025
  • 2024
  • 2023
  • 2019

Categories

  • Company Benefits
  • Financial Planning
  • Investing
  • Retirement Savings
  • RSU & ESPP
  • Taxes

Recent Posts

  • Self-Directed Investing vs Real Wealth Planning: The Hidden Gap
  • Are You Drowning in Data? The Trap of Analysis Paralysis for Self-Directed Investors
  • The Enemy Within: How Behavioral Biases Sabotage Even the Smartest DIY Investors
  • Beyond the 60/40: Incorporating Buffer ETFs and Digital Assets for the Modern Tech Portfolio
  • Life Insurance as a Planning Tool

Categories

  • Company Benefits
  • Financial Planning
  • Investing
  • Retirement Savings
  • RSU & ESPP
  • Taxes

Email: jason@unleashedfinancial.com

Phone: 425-954-6781

Address: Kirkland, WA 98034

Serving Seattle, Bellevue, Kirkland, and the greater Eastside community

Find an advisor Jason Preti, CFP

CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S.

Jason Preti XYPN Member

Proud member of XYPN! As an XYPN advisor, I adhere to strict fiduciary standards and carry the CFP®. XYPN is the only turnkey advice and planning platform that makes it possible for fee-for-service financial advisors to build the independent firm of their dreams with complete autonomy.

Jason Preti NAPFA member
Schedule

Unleashed Financial LLC

Unleashed Financial, LLC is a registered investment advisor in the State of Washington. The adviser may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.

Unleashed-Financial-LLC-ADV-Part2A-2025-03-04
© 2025 Unleashed Financial LLC • Built with GeneratePress