Chimes & Dimes
Claim This Podcastby First Wealth & Trust in Winter Garden
Podcast Overview
<p>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. </p><p>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. </p>
Language
🇺🇲
Publishing Since
10/28/2025
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Recent Episodes
August 3, 2026
The Role of Title Companies
<p>In this episode of Chimes & Dimes brought to you by First Wealth & Trust of Winter Garden, you will learn about the vital role of Title Companies and all the ways they can help prevent fraud and ensure that your transactions and closings proceed smoothly. Pete Baksh, CFA and Chief Investment Officer at First Wealth & Trust in Winter Garden is joined by Laura Tolbert, Vice President & Loan Officer at The First National Bank of Mt. Dora and Sandy Lawson with the Knight Barry Title Co. to dive into this topic.</p><p>Chimes & Dimes is happy to partner with The Hangry Bison for the “Listen & Win” Giveaway. Visit <a target="_blank" rel="noopener noreferrer nofollow" href="http://chimesanddimes.com">chimesanddimes.com</a> to enter to win a $100 gift card to The Hangry Bison. One gift card will be given away each month through October, 2026.</p><p>Chimes & Dimes was filmed on location at The Hangry Bison in historic downtown Winter Garden, Florida. The Hangry Bison is a create-your-own burger concept with a variety of proteins and is now known for its Bison burgers, craft cocktails, craft beer, and elaborate whiskey and bourbon selection.</p><p>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.</p>
July 1, 2026
Charitable Giving
<p>In this episode of Chimes & Dimes brought to you by First Wealth & Trust of Winter Garden, you will learn how charitable giving can impact your taxes and what pitfalls to avoid. Pete Baksh, CFA, Chief Investment Officer at First Wealth and Trust of Winter Garden is joined by Steve Jerina, Vice President of Philanthropic Strategies and Partnerships with the Central Florida Foundation and Jennifer Mitchell, CP, MST and CEO of Account Sense PLLC to take you through the details. </p><p>Chimes & Dimes is happy to partner with The Hangry Bison for the “Listen & Win” Giveaway. Visit <a target="_blank" rel="noopener noreferrer nofollow" href="http://chimesanddimes.com">chimesanddimes.com</a> to enter to win a $100 gift card to The Hangry Bison. One gift card will be given away each month through October, 2026.</p><p>Chimes & Dimes was filmed on location at The Hangry Bison in historic downtown Winter Garden, Florida. The Hangry Bison is a create-your-own burger concept with a variety of proteins and is now known for its Bison burgers, craft cocktails, craft beer, and elaborate whiskey and bourbon selection.</p><p>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.</p>
June 1, 2026
Estate Planning as a Business Owner
<p>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 is joined by Joe Liguori, President and Founder of The Hangry Bison and Jeanette Mora, Managing Attorney with the Estate & Elder Law Counsel to learn more about these complex financial topics.</p><p>Chimes & Dimes is happy to partner with The Hangry Bison for the “Listen & Win” Giveaway. Visit <a target="_blank" rel="noopener noreferrer nofollow" href="http://chimesanddimes.com">chimesanddimes.com</a> to enter to win a $100 gift card to The Hangry Bison. One gift card will be given away each month through October, 2026.</p><p>Chimes & Dimes was filmed on location at The Hangry Bison in historic downtown Winter Garden, Florida. The Hangry Bison is a create-your-own burger concept with a variety of proteins and is now known for its Bison burgers, craft cocktails, craft beer, and elaborate whiskey and bourbon selection.</p><p>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.</p>
11 total episodes available
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Frequently asked questions
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- What is Chimes & Dimes?
<p>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. </p><p>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. </p> - How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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