ABC7 Interview from July 28, 2022

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Are we in a recession? How can we help combat inflation? Those questions are more nuanced than you might think! Sam Gaeta, CFP®, spoke with ABC7 News to give us the answers.

NBC Interview from July 7, 2022

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Is a recession imminent? Depends who you ask! Sam Gaeta, CFP®, spoke with NBCBayArea with his thoughts on the likelihood of a recession, and how you can cope if one happens. #financialliteracy #recession #retirehappy

ABC Interview from June 13, 2022

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Rising inflation, falling markets and talk of a recession has the financial news sounding pretty scary. But there are ways to protect your finances from the worst of economic troubles, and even ways to find opportunities. Sam Gaeta, CFP®, spoke to ABC7 about moves to consider in a volatile economy.  #financialplanning #retirehappy #financialliteracy #behavioralfinance

ABC Interview from May 12, 2022

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People are speculating about the possibility of a recession, and Sam Gaeta, CFP®, joined ABC 7 to share how people can brace for inflation and a potential recession by remaining calm and focusing on what they can control. Listen to the full conversation below. #financialplanning #investing #behavioralfinance

NBC Interview from April 26, 2022

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Don’t fall victim to Social Security scams! Sam Gaeta, CFP® spoke with NBC Bay Area to help highlight the latest tactics scammers are using to steal your Social Security checks. #socialsecurity #scamalert #financialnews

NBC Interview from March 29, 2022

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With the price of gas hovering around 6 bucks a gallon, inflation is hitting the Bay Area especially hard. Sam Gaeta, CFP® spoke with NBC Bay Area with tips to help keep inflation from harming your finances. #inflation #budgeting #financialliteracy

ABC 7 Interview from March 9, 2022

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Market volatility is a fact of life, especially this year! The Russian invasion of Ukraine is only adding to the unsteadiness already present thanks to inflation and lingering pandemic effects. It’s tempting to sell when the market is down, but as Sam Gaeta, CFP® discussed on ABC7 News, it’s better to approach investment decisions calmly. #financialliteracy #behavioralfinance #investing

NBC Interview from March 3, 2022

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Cryptocurrencies have gotten a lot of buzz over the last few years, with some investors reaping huge rewards. But their volatility is reason for pause. Should you invest? Sam Gaeta, CFP®, joined KUTV with a tip for how to think about risk in your investment strategy. #cryptocurrency #financialliteracy #retirehappy

ABC 7 Interview from February 23, 2022

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There’s been a lot of buzz about investing in cryptocurrencies. But is it a good investment for you? Sam Gaeta joined KGO to talk about how crypto works, and what you should consider before buying in. #financialliteracy #cryptocurrencies #investing

KRON 4 Interview from February 20, 2022

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It’s been called “The Big Quit,” with thousands seeking greener pastures by leaving their current employers. But there are things you should do to make the transition as smooth as possible for your finances. Sam Gaeta, CFP® spoke with KRON4 with tips to know before you leave your job. #bigquit #financialliteracy #budgeting

ABC 7 Interview from January 24, 2022

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Inflation hasn’t been this high in nearly 40 years, which means we’re all paying more for almost everything. Sam Gaeta, CFP® talked with the ABC 7 News morning team about tips for keeping your finances healthy during these high-priced times. #finance #inflation #CPI #financialliteracy #budgeting #creditcarddebt #economy

KTVU Fox 2 Interview from December 9, 2021

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The Omicron variant is causing storms on the stock market, but as Sam Gaeta, CFP® explained to KTVU Fox 2, that doesn’t mean you should panic.

KGO Radio Interview from December 4, 2021

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The holidays are a great time to get together with family to talk about life, love... and finances?! Sam Gaeta, CFP® joined Michael Finney on KGO Radio with tips for talking about important financial topics with family this holiday season.

KGO TV Interview from November 23, 2021

The holiday shopping season is well underway. Sam Gaeta, CFP® joined ABC 7 News to discuss ways to budget and protect ourselves from scams as we buy gifts for our loved ones.

KRON 4 News Interview from October 31, 2021

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Everyone’s Halloween decorations are still up but many of us are already thinking about Christmas. Sam Gaeta, CFP® joined KRON4 to explain how to adjust your budget for holiday shopping while offering some unconventional gift ideas. 

KRON 4 News Interview from September 26, 2021

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One in three couples say money is a big source of stress in their relationship while only one in five couples make financial decisions together. Sam Gaeta, CFP® joined KRON4 to discuss strategies to make those discussions with your partner easier.

KRON 4 News Interview from September 19, 2021

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September is Self-Improvement Month! Now is the perfect time to review your money habits. Sam Gaeta, CFP® joined KRON4 to share how you can level up your finances.

Another Interview with Michael Finney on Consumer Talk Radio KGO-810 from May 15, 2021

Senior citizens lose $3 billion to scammers every year. In recognition of National Senior Fraud Awareness Day, our Director of Financial Planning, Sam Gaeta, CFP® joined Michael Finney and Consumer Talk Radio KGO-810 to discuss ways to protect older Americans.

KTVU Fox 2 News Interview from May 14, 2021

If you still haven’t filed your taxes, Monday, May 17, is the deadline! Our Director of Financial Planning, Sam Gaeta, CFP® joined KTVU FOX 2 this morning with tips for last-minute filers and tax changes to watch out for.

ABC7 Interview with Michael Finney from April 23, 2021

Many of us have had to take a hard look at our finances during the pandemic. As Financial Literacy Month comes to a close, Keith Oslie spoke with Michael Finney and ABC7 News about strategies for navigating debt and retirement.

KGO-810 Radio Interview with Michael Finney from April 17, 2021

April marks Financial Literacy Month! Our Director of Financial Planning, Sam Gaeta CFP® joined the Consumer Talk show with Michael Finney on KGO-810 Radio to discuss important money lessons and financial matters we can all learn from. Click Here to Take the Financial Literacy Quiz

Alameda Sun Newspaper February 2021

Defined Financial Planning opened its doors in Alameda in the height of the COVID-19 pandemic in April 2020. In the Alameda Sun, our founders Sam Gaeta and Keith Oslie shared why they chose to do business in Alameda and how their model of financial planning for the future is unique.

Alameda Sun Newspaper Article about Defined Financial Planning

KTVU Fox 2 News Report from February 19, 2021

It’s time to start thinking about taxes! Our Director of Financial Planning, Sam Gaeta CFP® was on Fox 2 News to outline the important changes to be mindful of before you file this year.

KRON4 News Report from January 21, 2021

President Joe Biden has unveiled a $1.9 trillion COVID-19 relief plan aimed at boosting the economy. On KRON4 News, our Director of Financial Planning, Sam Gaeta, CFP® shared what’s in this proposal and how it will impact Bay Area families.

KTVU Fox 2 News Report from January 8, 2021

COVID-19 has changed many aspects of life for us- how we work, the way we gather, and how we manage our money. Our Director of Financial Planning, Sam Gaeta, CFP® shared how the pandemic has impacted the way we handle our finances.

ABC7 News Report from January 1, 2021

The new year brings new hope for struggling small businesses in the Bay Area. Our Director of Operations, Keith Oslie shared how the second COVID-19 stimulus bill aims to help smaller mom-and-pop stores instead of larger corporations on ABC 7 KGO News

KRON4 News Report from December 31, 2020

In California, nearly half of all jobs are provided by small businesses, many of which are feeling the impact of the pandemic. On KRON 4 News, our Director of Financial Planning, Sam Gaeta, CFP® explained what measures are in the latest COVID-19 relief bill to help Bay Area small business owners.

NBC Bay Area News Report from December 30, 2020

Relief is on the way for Bay Area small businesses hit hard by the COVID-19 pandemic. Our Director of Financial Planning, Sam Gaeta, CFP® explained how the latest stimulus bill aims to help business owners and how they can qualify for a PPP loan on NBC Bay Area News.

KRON4 News Report from December 22, 2020

A second round of COVID-19 relief payments could be on the way soon for most Americans. Our Director of Financial Planning, Sam Gaeta, CFP® explains to the KRON 4 News TV audience how this legislation is different from the CARES Act passed in March and what it means for small business owners.

KGO Radio Interview with Chip Franklin from November 24, 2020

Hundreds of thousands of California residents are set to lose critical unemployment benefits next month unless lawmakers take action. Our Director of Financial Planning, Sam Gaeta, CFP® shared his tips on what workers who were counting on more relief can do with KGO-810 Radio.