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.
KTVU Fox2 News Report from February 19, 2021
It’s time to start thinking about taxes! Our Director of Financial Planning, Sam Gaeta CFP® was on KTVU 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 Fox2 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.