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Retirement Savings

Maximize your retirement savings. Essential guides on Roth vs. Traditional 401(k)/IRA, contribution limits, and accelerating your savings for early retirement goals.

Is Retiring Abroad a Smart Financial Move?

November 15, 2025August 31, 2023 by Jason Preti, CFP®
couple traveling with international landmarks

Thinking of retiring abroad? Plan thoroughly with the resources available today to ensure your golden years are truly golden!

Categories Retirement Savings

What is Retirement Readiness?

November 15, 2025July 21, 2023 by Jason Preti, CFP®
hand pointing at you with a question mark

Develop an investment strategy tailored to your specific financial goals and risk tolerance in order to reach retirement readiness.

Categories 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

Emergency Savings or Your Retirement Goals

November 15, 2025January 31, 2023 by Jason Preti, CFP®
stepping stones

Both emergency savings and retirement goals are important. Still, the order in which you focus on them will depend on your financial situation

Categories Financial Planning, Retirement Savings

Inflation: The Not-So-Silent Retirement Killer

November 15, 2025January 13, 2023 by Jason Preti, CFP®
chart overlay big ben

Don’t let inflation kill your retirement! Learn the critical strategies to combat the loss of purchasing power, including TIPS, diversified investing, and COLA.

Categories Investing, Retirement Savings
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Categories

  • Company Benefits
  • Financial Planning
  • Investing
  • Retirement Savings
  • RSU & ESPP
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Recent Posts

  • How Much Company Stock Is Too Much? RSU Diversification for Mid-Career Tech Professionals
  • 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

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
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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.

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