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 ad
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Contact path
Public web form
Booking probability
35%
Guest openness
Selective
Sign up to generate a grounded pitch for Chimes & Dimes.
Signup to Generate a PitchWelcome 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.
Recent episodes include "Real Estate Trends" (1 October 2026, 33 minutes), "Real Estate Trends" (1 October 2026, 33 minutes), and "Trusts & Taxes" (1 September 2026, 30 minutes).
Chimes & Dimes publishes roughly monthly, with episodes averaging 29 minutes across 13 episodes.
Booking probability for Chimes & Dimes is 35%, and the host is rated Selective on guests. Chimes & Dimes requires a Pod Score of 80 or higher. Chimes & Dimes's contact route on record: public web form.
The strongest fits for Chimes & Dimes are Investing & Wealth Management. Chimes & Dimes has a business audience.
Chimes & Dimes is a business podcast with 13 episodes published.
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Episode #13
<p> 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...
Episode #13
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...
Episode #12
<p>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...
Episode #11
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...
Episode #11
<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...
Episode #10
<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...
Episode #10
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...
Episode #9
<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...
Episode #8
<p>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 #7
<p>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...
Episode #6
<p>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...
Episode #5
<p>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 &...
Episode #4
<p> 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...
Episode #3
<p>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 &...
Episode #2
<p> 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...
Episode #1
<p>“We’re going to be available for our customers when they need us.” ~ John D. Pease IV</p><p>In episode 1 of Chimes & Dimes presented by First Wealth & Trust in Winter Garden you will learn some of the basics about...
Recent guests on Chimes & Dimes. Study who booked and why before you pitch.
director of the Office of Campus and Community Partnerships at PCOM South Georgia, Association of Texas Professional Educators
First National Bank of Mount Dora
First Wealth & Trust
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