Chimes & Dimes
First Wealth & Trust in Winter Garden
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About This Podcast
Welcome to Chimes & Dimes, where we aim to be your trusted source for wealth management insights. Join us as we translate “Wall Street” to “Main Street” and explore smart investment strategies, retirement planning, and wealth preservation techniques for everyday investors and business owners. Broadcasting from near Winter Garden’s iconic Clock Tower, we’re featuring local guest speakers who will “chime in” with their expertise. Time is money, and at Chimes & Dimes, we help make the most of both, one chime at a time.
The content provided is for informational purposes only and should not be construed as personalized investment advice, legal advice, or tax advice. Listening to this podcast does not create a fiduciary, advisory or client relationship. First Wealth & Trust is a fiduciary operating under the Florida banking regulations with the First National Bank of Mount Dora, N.A. and regulated by the Office of the Comptroller of Currency and not registered as an investment advisor with the U.S. Securities and Exchange Commission. Trust and investment services are not FDIC insured, not deposits of the bank, not guaranteed by the bank, not insured by any government agency and may lose value. The podcast discusses general financial concepts and may not be suitable for your specific situation. Always consult qualified professionals before making financial decisions.
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Recent Episodes
S1E9 Estate Planning as a Business Owner
In episode 9 of Chimes & Dimes, you will hear how investing and estate planning differs for business owners. Pete Baksh, CFA, Chief Investment Officer at First Wealth and Trust of Winter Garden…
S1E8 Navigating Insurance & Medicare
For people newly eligible for Medicare, getting enrolled can be a confusing challenge. With multiple options and supplemental plans, it can be difficult to know which is best for you and your unique…
S1E7 Community Trusts
In episode 7 of Chimes & Dimes brought to you by First Wealth & Trust of Winter Garden, you will learn about community trusts; what they are, how you can get involved, and how they can have a…
S1E6 Special Needs Trusts
In episode 6 of Chimes & Dimes you will learn about a trust that most don’t know about: special needs trusts. Pete Baksh, CFA, Chief Investment Officer at First Wealth & Trust in Winter…
S1E5 Pitfalls of Improper Estate Planning
In episode 5 of Chimes & Dimes you will learn the pitfalls of improper estate planning. Pete Baksh, CFA, Chief Investment Officer at First Wealth & Trust in Winter Garden is joined by Alice…
S1E4 Playing the Long Game
In this episode of Chimes & Dimes brought to you by First Wealth & Trust of Winter Garden you will learn the importance of playing the long game when it comes to financial planning. Pete…
S1E3 The Santa Claus Effect
In Episode 3 of Chimes & Dimes brought to you by First Wealth & Trust of Winter Garden, Pete Baksh, CFA and Chief Investment Officer at First Wealth & Trust is joined by Fran Amato, CFA…
S1E2 Talking Turkey - Estate Planning 101
In episode 2 of Chimes & Dimes presented by First Wealth & Trust in Winter Garden, you will learn about estate planning, probate, wills, trusts and more. You’ll hear from both attorneys and…
S1E1 Introducing Chimes & Dimes
“We’re going to be available for our customers when they need us.” ~ John D. Pease IVIn episode 1 of Chimes & Dimes presented by First Wealth & Trust in Winter Garden you will learn some of…
Frequently Asked Questions
Chimes & Dimes has published 9 episodes since October 2025, covering topics in Business, Business News.
Chimes & Dimes is currently highly active with new episodes monthly. Average episode length is 27m.
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