16 episodes

Join John McDonough, President of Cool Springs Financial, LLC as he talks to CPAs, corporate attorneys, estate planning attorneys, bankers, and other professionals to bring their collective expertise to Cool Springs Financial, LLC Premium Finance clients and potential clients in a setting that allows the content to be absorbed and learned at whatever pace the listener desires.

Premium Finance Show John McDonough

    • Business
    • 5.0 • 8 Ratings

Join John McDonough, President of Cool Springs Financial, LLC as he talks to CPAs, corporate attorneys, estate planning attorneys, bankers, and other professionals to bring their collective expertise to Cool Springs Financial, LLC Premium Finance clients and potential clients in a setting that allows the content to be absorbed and learned at whatever pace the listener desires.

    Ep015: Creating a Financial Legacy with Josh Farro

    Ep015: Creating a Financial Legacy with Josh Farro

    Today we are joined by successful musician/songwriter, former lead Guitarist of Paramore and current lead vocalist and guitarist of Farro, Josh Farro.


    Farro was a founding member of Paramore, serving as the band's lead guitarist and backing vocalist from 2004 until his exit in late 2010. He went on to found his own self named band, Farro, and has enjoyed enormous success throughout his career. His success and his love for his family quickly got him thinking about financial security and how he could ensure his family's future.


    In this episode, we explore the steps that Josh took to create a secure financial legacy for his family and how that got him peace of mind amid his amazing levels of success..



     


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    About Farro



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    Josh FarroAbout Josh

    Special Guest: Josh Farro.

    • 30 min
    Ep014: Industry Executive Mike Bell President of FFR

    Ep014: Industry Executive Mike Bell President of FFR

    On today's episode of the Premium Finance Show, we are joined by the President of First Financial Resources, Mike Bell.


    Mike has over 40 years of experience in building and growing financial institutions and as the President of First Financial Resources, his knowledge of the inner workings of such a prestigious organization allows him to impart wisdom that would otherwise be difficult to come by.


    Everyone, from entrepreneurs to high level executives curious about the industry view on premium finance, organizational communication and leadership, would find great value in taking a listen to today's episode.





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    About Cool Springs Financial

    About First Financial Resources


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    Mike BellAbout Mike



    Special Guest: Mike Bell.

    • 36 min
    Ep013: Deciphering Financials and Creating Exit Strategies with Duncan McKeever

    Ep013: Deciphering Financials and Creating Exit Strategies with Duncan McKeever

    On today's episode of the Premium Finance Show, we are joined by one of the partners of the fractional CFO service, B2B CFO, Duncan McKeever.


    Duncan has over 30 years of experience as a senior-level executive with extensive finance, accounting and operational experience in diverse industries, including Energy, Healthcare, Security, Printing, Manufacturing, Employment, IT and Financial Services.


    This is a wide-ranging show as we discuss various topics ranging from employee retention to exit strategies, but one of the key themes is the need to decipher business financials to make sound strategic decisions.


    Duncan does a great job of articulating all of this and highlighting the benefits of the Cool Springs model when looking at key employees and transitional agreements for business owners, so you don't eat into the company's cash flow.


    Whether or not you think you need a CFO, there is a lot to benefit from in this episode.


    LINKSShow Notes

    The Premium Finance Scorecard

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    About Cool Springs Financial

    About B2B CFO


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    Duncan McKeeverAbout Duncan
    Special Guest: Duncan McKeever.

    • 45 min
    Ep012: Today's Interest Rates, Markets, and the Cool Springs Design with Tra Kelly

    Ep012: Today's Interest Rates, Markets, and the Cool Springs Design with Tra Kelly

    Today on the Premium Finance Show, we welcome back Tra Kelly, Founder and President of Bascom advisors, to talk about interest rates and how the current situation impacts the Cool Springs Design.


    You may remember Tra was a guest on the show last summer when we talked about the Armageddon scenario of markets crashing and interest rate spikes. That irrational but very real emotion is closer to the surface now than it was last year, so he talks about what's happening with the Federal Reserve's plan to further raise rates and a helpful perspective on 'the sky is falling in' narrative the media like to portray.


    Tra truly understands the economics and sensitivity of the Cool Springs structure. He's as excited about it today as he was when he first heard about it and what he has to share will help you gain some peace of mind, as well as a better understanding of the relationship between interest rates, the federal reserve, the stock market, and the Cool Spring structure.


    LINKSShow Notes

    The Premium Finance Scorecard

    Contact

    About Cool Springs Financial

    About Bascom Advisors


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    Tra KellyAbout Tra
    Special Guest: Tra Kelly.

    • 49 min
    Ep011: State of The Industry with Sam Watson

    Ep011: State of The Industry with Sam Watson

    Today on the Premium Finance Show, we invite Sam Watson, Chairman, and CEO of Cool Springs Financial, back onto the show to discuss some changes in the industry since he was last a guest.


    It was a great conversation discussing a wide range of subjects, including the contraction and shrinkage in the large policy section of the industry, AG49A and what that means for clients, the illustrated rate relative to actual performance, as well as inflation, rising interest rates, and what that means for our clients.


    We also talked about the pandemic, fewer people in the workplace and what that means for banks and the impact on insurance carriers.


    Lastly, we talked about why the Cool Springs strategy is still an opportunity that's as attractive today as it was a couple of years ago and why it will continue to be so in the future.


    A packed show you won't want to miss!


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    About Cool Springs Financial


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    Sam WatsonAbout Sam
    Special Guest: Samuel B. Watson.

    • 49 min
    Ep010: The Uniqueness of Cool Springs Designs with Jamie Petrinovich

    Ep010: The Uniqueness of Cool Springs Designs with Jamie Petrinovich

    Today on the Premium Finance Show, we're talking with Jamie Petrinovich, Managing Director here at Cool Springs Financial.


    Jamie was born into the life insurance business. At the age of 4, he remembers helping his father put together folders of life insurance marketing material, and today, after 16 years of being licensed, he's dedicated his practice to helping high-income and high-net-worth families plan for a better tomorrow.


    We talked about his approach and why he selected Cool Springs Financial to help distribute structured finance designs. The good, the bad, and the ugly side he's seen in the industry over the years, and what he's most excited about for his clients, that's unique to the Cool Springs design.


    LINKSShow Notes
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    About Cool Springs Financial


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    Jamie PetrinovichAbout Jamie
    Special Guest: Jamie Petrinovich.

    • 34 min

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