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.

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

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 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.

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 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.