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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…
- Indexed episodes, last 90 days
- 2
- Latest publication
- Sep 1, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 3, 2026
Latest episodes
Trusts & Taxes (opens the original)
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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
The Role of Title Companies (opens the original)
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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
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