Chimes & Dimes

About Chimes & Dimes

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.

Publisher

First Wealth & Trust in Winter Garden

Category

business · news

Language

en

Explicit

No

First episode

28 Oct 2025

Latest episode

1 Oct 2026

Latest episodes

13 episodes in the feed.

1. 

   1 Oct 2026

   Real Estate Trends

   In this episode of Chimes & Dimes brought to you by First Wealth & Trust of Winter Garden, you will hear the latest trends in real estate and learn whether current interest rates are as high as people feel they are compared to historical rates. Pete Baksh, CFA, Chief Investment Officer at First Wealth & Trust in Winter Garden, Shelley Dawson, Realtor, and Billy Brooks, Senior Vice President and Chief Lending Officer with the First National Bank of Mount Dora come together to discuss this topic. You can watch or listen to Chimes & Dimes on your favorite podcast platform by visiting Chimesanddimes.com (http://Chimesanddimes.com). We want to thank the Chef's Table at the Edgewater & The Tasting Room here in historic downtown Winter Garden for providing this space for us to film. The award-winning Chef's Table offers an intimate three course dining experience while The Tasting Room is a casual option that locals love featuring food prepared in their Chef's Table kitchen. The Tasting Room menu features small plates, dinner, and a full craft cocktail bar. 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. #realestate #chimesanddimes #firstwealthandtrust #wintergarden #podcast

2. 

   1 Sept 2026

   Trusts & Taxes

   In this episode of Chimes & Dimes brought to you by First Wealth & Trust of Winter Garden, you will hear about the relationship between Trusts and Taxes and what that means for your financial plan. Plus, learn the basics of estate planning, what it means to have an estate and why estate planning is important. Pete Baksh, CFA and Chief Investment Officer at First Wealth & Trust in Winter Garden is joined by Scott Michael, Partner, Business Advisor and CPA with Strombeck and Don Gervase, Owner of Provision Law PLLC to explore these topics. Chimes & Dimes is happy to partner with The Hangry Bison for the “Listen & Win” Giveaway. Visit chimesanddimes.com (http://chimesanddimes.com) to enter to win a $100 gift card to The Hangry Bison. One gift card will be given away each month through October, 2026. 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. 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.

3. 

   3 Aug 2026

   The Role of Title Companies

   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. Chimes & Dimes is happy to partner with The Hangry Bison for the “Listen & Win” Giveaway. Visit chimesanddimes.com (http://chimesanddimes.com) to enter to win a $100 gift card to The Hangry Bison. One gift card will be given away each month through October, 2026. 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. 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.

4. 

   1 Jul 2026

   Charitable Giving

   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. Chimes & Dimes is happy to partner with The Hangry Bison for the “Listen & Win” Giveaway. Visit chimesanddimes.com (http://chimesanddimes.com) to enter to win a $100 gift card to The Hangry Bison. One gift card will be given away each month through October, 2026. 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. 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.

5. 

   1 Jun 2026

   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 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. Chimes & Dimes is happy to partner with The Hangry Bison for the “Listen & Win” Giveaway. Visit chimesanddimes.com (http://chimesanddimes.com) to enter to win a $100 gift card to The Hangry Bison. One gift card will be given away each month through October, 2026. 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. 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.

6. 

   1 May 2026

   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 situation. In episode 8 of Chimes & Dimes brought to you by First Wealth & Trust of Winter Garden, you will learn the ins-and-outs of Medicare and Medicaid from a verified broker. Pete Baksh, CFA, Chief Investment Officer at First Wealth and Trust of Winter Garden and Alice Taft, Vice President and Trust Officer at First Wealth and Trust of Winter Garden are joined by Gina Masterson of Masterful Solutions to teach about the different parts of Medicare, Medicaid, supplemental plans, and more. Subscribe on your favorite podcast platform so you never miss an episode: https://chimesanddimes.com (https://chimesanddimes.com) Chimes & Dimes was filmed on location at the Winter Garden Heritage Foundation in historic downtown Winter Garden. The mission of the Winter Garden Heritage Foundation is to preserve and celebrate the rich history of West Orange County while fostering innovative cultural experiences. 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.

7. 

   30 Mar 2026

   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 positive impact on your local community. Pete Baksh, CFA, Chief Investment Officer at First Wealth & Trust in Winter Garden is joined by Sarah Herrick, the Executive Director of the Mount Dora Community Trust and Rob English, the Development Director of the Mount Dora Community Trust to explain it all. Chimes & Dimes was filmed on location at the Winter Garden Heritage Foundation in historic downtown Winter Garden. The mission of the Winter Garden Heritage Foundation is to preserve and celebrate the rich history of West Orange County while fostering innovative cultural experiences. Subscribe on your favorite podcast platform so you never miss an episode: https://chimesanddimes.com/ (https://chimesanddimes.com/) 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.

8. 

   2 Mar 2026

   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 Garden is joined by Tami Dacey, attorney with Sikes Law Group, and Shelley Bradford, the President of Matthew’s Hope Ministries to discuss these lesser-known trusts. As parents of children with special needs, Tami and Shelley are all too familiar with the question, “what happens to them when I’m gone?” If you find yourself in a similar situation and are trying to plan for the future of your loved one with special needs, consider a special needs trust. Subscribe on your favorite podcast platform so you never miss an episode: https://chimesanddimes.com/ (https://chimesanddimes.com/) Chimes & Dimes was filmed on location at the Winter Garden Heritage Foundation in historic downtown Winter Garden. The mission of the Winter Garden Heritage Foundation is to preserve and celebrate the rich history of West Orange County while fostering innovative cultural experiences. 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.

9. 

   2 Feb 2026

   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 Taft, Vice President & Trust Officer for First Wealth & Trust in Winter Garden and Harry Hackney, Of counsel for Merideth Nagel and The Legacy Legal Team. They each share a few horror stories of what has gone wrong because of improper estate planning or a lack of estate planning and then share ways to avoid those situations. You may not think your estate or your wealth is substantial enough to warrant estate planning or a trust, but it is time to think again. Chimes & Dimes was filmed on location at the Winter Garden Heritage Foundation in historic downtown Winter Garden. The mission of the Winter Garden Heritage Foundation is to preserve and celebrate the rich history of West Orange County while fostering innovative cultural experiences. 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.

10. 

    15 Jan 2026

    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 Baksh, CFA, Chief Investment Officer at First Wealth & Trust in Winter Garden is joined by Alice Taft, Vice President & Trust Officer for First Wealth & Trust in Winter Garden and Fran Amato, CFA and CFP for First Wealth & Trust Starting a financial planning journey can feel intimidating but the team at First Wealth & Trust of Winter Garden are prepared to walk you through each step of the process. There is never a bad time to start making a plan. 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.

11. 

    12 Dec 2025

    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 and CFP for First Wealth & Trust and Travis Shaw, Trust Investment officer at First Wealth & Trust to discuss the Santa Claus Effect. You will hear the elements of a good investment strategy and how they relate to or contrast with the Santa Claus Effect. They will also share how they measure the success of an investment strategy, plus what philosophies and expertise allow the team at First Wealth & Trust to provide tailored services to their clients. 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.

12. 

    13 Nov 2025

    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 realtors to understand the key differences between wills and trusts and what you should consider when making a plan for your family. In this episode Pete Baksh, Chief Investment Officer at First Wealth & Trust in Winter Garden is joined by Jennifer Bondy, Principal Attorney at Bondy Law, and Lana Larrivee, a Licensed Residential Realtor. 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.

13. 

    28 Oct 2025

    Introducing Chimes & Dimes

    “We’re going to be available for our customers when they need us.” ~ John D. Pease IV In episode 1 of Chimes & Dimes presented by First Wealth & Trust in Winter Garden you will learn some of the basics about trusts, estate planning, the advantages of working with a local bank, the inspiration behind this podcast and more. Plus meet a few of the key members of the team including Chief Investment Officer Pete Baksh, VP & Trust Officer Alice Taft and President of First Wealth and Trust in Winter Garden John D. Pease IV. 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.

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

3 ratings

Contact Chimes & Dimes

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.