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 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 about the different parts of Medicare, Medicaid, supplemental plans, and more.

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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.