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.

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.

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.