Chimes & Dimes 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.
Filming 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.
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Episodes
October 1, 2026
Ep 13: Real Estate Trends
Join local real estate agent Shelley Dawson and the First Wealth & Trust team to discuss the latest trends in real estate, including perspective on whether current interest rates are as high as they were historically. Filmed on location at the Chef’s Table in historic downtown Winter Garden.
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September 1, 2026
Ep 12: Trusts and Taxes
Trusts can be extremely beneficial when it comes to estate planning, but how do they affect your taxes? Join Pete Baksh, Scott Michael (Strombeck Consulting) and Don Gervase (Provision Law PLLC) for an in-depth look at the relationship between trusts and taxes.
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August 3, 2026
Ep 11: The Role of Title Companies
What role do title companies play in real estate transactions, and how do they help prevent fraud? Join Pete Baksh, CFA, with real estate and title experts Laura Tolbert and Sandy Lawson as they discuss how title companies ensure that real estate closings proceed smoothly.
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July 2, 2026
Ep 10: Charitable Giving
How can charitable giving impact your taxes? Tune in to the latest episode of Chimes & Dimes as Pete Baksh, Steve Jerina, and Jennifer Mitchell explore the pitfalls to avoid. Filmed on location at the Hangry Bison in Winter Garden.
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June 1, 2026
Ep 9: Estate Planning as a Business Owner
How do investing and estate planning strategies differ for business owners? This episode, filmed on location at the Hangry Bison in Winter Garden, explores these complex financial topics.
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May 2, 2026
Ep 8: Navigating Insurance & Medicare
For those newly eligible, Medicare can be confusing. This episode breaks down Medicare, Medicaid, and supplemental plans with guidance from a verified broker to help you make informed decisions.
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March 30, 2026
Ep 7: Community Trusts
Learn about community trusts: what they are, how they benefit local communities, and how you can get involved. With Pete Baksh, CFA, and Sarah Herrick and Rob English from the Mount Dora Community Trust.
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March 3, 2026
Ep 6: Special Needs Trusts
Parents of children with special needs are all too familiar with the question, “What happens to them when I’m gone?” A special needs trust can help. Join Pete Baksh, CFA; Tami Dacey, attorney with Sikes Law Group; and Shelley Bradford, president of Matthew’s Hope Ministries; to discuss these lesser-known trusts.
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February 5, 2026
Ep 5: Pitfalls of Improper Estate Planning
What are the pitfalls of improper estate planning, and how can you avoid them? This podcast covers horror stories resulting from improper estate planning, along with ways to avoid those situations. You may not think your estate is substantial enough to warrant estate planning or a trust, but it is time to think again.
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January 16, 2026
Ep 4: Playing the Long Game
Retirement planning is a long game, and having the right tools in place can help you win. With Pete Baksh, CFA; Fran Amato, CFA, CFP; and Alice Taft from First Wealth & Trust.
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Chimes & Dimes was filmed on location at the SOBO Gallery in historic downtown Winter Garden, Florida. The Winter Garden Art Association is a 501c3 non-profit association with the objective of expanding public access to art by maintaining a facility and programs that nurture the individual and foster growth in the arts.
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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About First Wealth & Trust
Welcome to First Wealth & Trust in Winter Garden. Here, we build personal relationships with our customers so we can help them through all stages of life. From financial planning and investment management to estate planning and trust administration, we’re known for exceptional service, results, and commitment to our communities.
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.