First Wealth & Trust

First Wealth & Trust Financial planning, investment management, estate planning and trust administration.

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.

How does estate planning and investing differ for business owners? Join our Chimes & Dimes podcast crew with Loe Liguori...
06/03/2026

How does estate planning and investing differ for business owners? Join our Chimes & Dimes podcast crew with Loe Liguori, owner of Hangry Bison restaurant, to get the latest financial management strategies for business owners.

https://chimesanddimes.com/

This episode's guest on the Chimes & Dimes podcast is Joe Liguori, founder and president of The Hangry Bison. He is an e...
06/03/2026

This episode's guest on the Chimes & Dimes podcast is Joe Liguori, founder and president of The Hangry Bison. He is an experienced entrepreneur who brings real-life stories to answer the question, "how should a business owner handle their estate planning?"

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

06/01/2026

Everyone should be saving and investing, but not everyone’s plan should look the same. Joe Liguori, President of The Hangry Bison - Winter Garden, joined the podcast to talk about how he manages his finances as a restaurant owner.

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.

Subscribe on your favorite podcast platform so you never miss an episode: 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.

05/28/2026

Come with us behind the scenes during our recent Chimes & Dimes podcast filming with the crew from We Are Winter Garden and Imagine Marketing.

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 us about the different parts of Medicare, common Medicare scams, health insurance options for small businesses, and more.
Subscribe on your favorite podcast platform so you never miss an episode: 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.

A special behind-the-scenes look at Episode 8 of Chimes & Dimes featuring Gina Masterson of Masterful Solutions. Subscri...
05/27/2026

A special behind-the-scenes look at Episode 8 of Chimes & Dimes featuring Gina Masterson of Masterful Solutions.

Subscribe on your favorite podcast platform so you never miss an episode:

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.

05/26/2026

With so many different health insurance options, it’s easy to get stuck with analysis paralysis. Thankfully, Gina Masterson of Masterful Solutions offers the #1 tip for choosing a health insurance plan that is right for you. For this and more advice, check out Episode 8 of Chimes & Dimes brought to you by First Wealth & Trust of Winter Garden.

Subscribe on your favorite podcast platform so you never miss an episode: 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.

Just a reminder that our locations are closed today and will reopen during normal business hours tomorrow.
05/25/2026

Just a reminder that our locations are closed today and will reopen during normal business hours tomorrow.

This Memorial Day, we honor and remember the brave men and women who made the ultimate sacrifice for our freedom. Their ...
05/25/2026

This Memorial Day, we honor and remember the brave men and women who made the ultimate sacrifice for our freedom. Their courage and dedication will never be forgotten as we come together to reflect and pay tribute to their legacy.

If you're a small business owner, you've probably considered getting health insurance for your employees. But is it wort...
05/22/2026

If you're a small business owner, you've probably considered getting health insurance for your employees. But is it worth it? Gina Masterson comes onto this episode of Chimes & Dimes to answer this question and offer the following alternatives:

QSEHRA: Qualified Small Employer Health Reimbursement Arrangement
ICHRA: Individual Coverage Health Reimbursement Arrangement

For more information on these options and how they can be better for your small business, check out the latest episode of Chimes & Dimes featuring Gina Masterson of Masterful Solutions.

Subscribe on your favorite podcast platform so you never miss an episode: 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.

05/20/2026

Did you know there are multiple parts to Medicare? We didn't, but thankfully Gina Masterson from Masterful solutions came onto the Chimes & Dimes podcast to explain everything there is to know about plans for those over 65.

Part A: Hospitilization helps to cover the costs of staying in a hospital, nursing home, hospice, and more. This part features a $0 premium if you have worked in the U.S. for at least 10 years.

Part B: Medical Insurance helps cover the costs, copays, deductibles, etc. of seeing doctors and other health care providers. This year, the cost is a little over $200 a month unless you are also on Medicaid.

Part C: Advantage Plans. Parts A and B are commonly referred to as "Original Mediare." Advantage plans combine the two parts and function similarly to employer plans, so you need to make sure to see a care provider who is in-network. Unlike Original Medicare, they also include Part D.

Part D: Drug helps cover the cost of prescription medication. Many people pay other insurance companies to help cover the cost.

Part G: Medigap is a supplemental plan to help cover the costs of some deductibles, copays, coinsurances, and more from Parts A and B.

Gina Masterson from Masterful Solutions shares the details on these parts, plans, and more in episode 8 of Chimes & Dimes brought to you by First Wealth & Trust of Winter Garden.

Subscribe on your favorite podcast platform so you never miss an episode: 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. The podcast discusses general financial concepts and may not be suitable for your specific situation. Always consult qualified professionals before making financial decisions.

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504 Plant Street
Winter Garden, FL
34787

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+13523852121

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