Chimes & Dimes

Chimes & Dimes

First Wealth & Trust in Winter Garden

Episodes 9
Avg. Duration 27m
Activity Highly Active
Apple Rating 5.0 (3)
Since Oct 2025
Latest Episode Jun 2026

Outreach Signals

Open to Sponsors Features Guests

Publishing Details

Schedule
Monthly
Format
Episodic
Consistency
83%
Hosting
media.rss.com

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

Jun 01, 2026 29m

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

May 01, 2026 33m

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

Mar 30, 2026 27m

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

Mar 02, 2026 27m

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

Feb 02, 2026 25m

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

Jan 15, 2026 24m

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

Dec 12, 2025 23m

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

Nov 13, 2025 28m

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

Oct 28, 2025 25m

“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

How many episodes does Chimes & Dimes have?

Chimes & Dimes has published 9 episodes since October 2025, covering topics in Business, Business News.

Is Chimes & Dimes still active?

Chimes & Dimes is currently highly active with new episodes monthly. Average episode length is 27m.

How do I contact Chimes & Dimes for sponsorship or guest appearances?

Sign up on Grep.FM to access contact details for Chimes & Dimes, including email and social media links.

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