8 episodes

Join John McDonough, Senior Managing Director 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, Senior Managing Director 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.

    Ep007: Structured Finance with Texas Super Lawyer Gary Gunn

    Ep007: Structured Finance with Texas Super Lawyer Gary Gunn

    Today on the Premium Finance Show, we're talking with Gary Gunn, Texas super lawyer and Managing Partner Hughes Watters Askanase, also known as the 'deal junkie' to his many clients.


    Gary and I have been in the same Vistage group for the last five years or so, and more than any other person or professional in our group, he has seen the ins and outs of every aspect of the Premium Finance Cool Springs design that we put in place for business owners, small to mid-sized business owners and ultra-high net worth individuals.


    He's also been in structured finance deals for many different industries, and he understands using finance to purchase an asset.


    Gary is a big proponent of how we set up our design and is a great resource for business owners who do not have General Counsel or have an attorney that they can call upon to vet the Cool Springs design.


    We're thrilled to have him on the show to help walk through some of the premium finance issues, as well as what Hughes Watters Askanase has to offer their clients.


    LINKSShow Notes
    Contact

    About Cool Springs Financial

    About Hughes Watters Askanase


    GUEST



    Gary GunnAbout Gary
    Special Guest: Gary Gunn.

    • 40 min
    Ep006: Key Employee Retention with Dr Gary McGrath

    Ep006: Key Employee Retention with Dr Gary McGrath

    Today on the Premium Finance Show, we're talking with Dr. Gary McGrath, a "unicorn" in the leadership development world and Founder of Statarius, a firm dedicated to making good leaders great.


    In this show, we discuss key employee retention in both the Cool Springs sense of incentivizing people to stay and the Statarius sense of bringing the best out of your team.


    Both of these ideas are important, and marrying them together into a cohesive strategy allows you to create an organization with 95% retention of key employees and executives, along with a strong succession plan to move your company into the future.


    LINKSShow Notes
    Contact

    About Cool Springs Financial

    About Statarius


    GUEST



    Dr. Gary McGrathAbout Dr Gary
    Special Guest: Dr Gary McGrath.

    • 43 min
    Ep005: Protecting the Value Cool Springs Financial Creates with Tim Lynch

    Ep005: Protecting the Value Cool Springs Financial Creates with Tim Lynch

    Today on the Premium Finance Show, we're talking with Tim Lynch, Managing Partner of Offit Kurman, a full-service law firm with offices across the US.


    Tim has a national practice focusing on acting as general counsel and special litigation counsel for many entrepreneurs and owner-managed businesses across a wide array of industries.


    He regularly advises clients on strategic growth and corporate issues. He also regularly advises financial institutions and key employees on employment and regulatory issues. Tim is a "problem solver."


    We talk today about the value brought to the client with the Cool Springs strategy, and Offit Kurman's involvement in setting up the legal documents needed to legally protect that value. We also throw in a couple of baseball analogies for good measure.


    LINKSShow Notes
    Contact

    About Cool Springs Financial

    About Offit Kurman


    GUEST



    Tim LynchAbout Tim
    Special Guest: Tim Lynch.

    • 40 min
    Ep004: Captive Insurance Companies with Kevin Atkinson

    Ep004: Captive Insurance Companies with Kevin Atkinson

    Are you a business owner tired of making those premium payments for an insurance plan you don't have many claims on? Have you wondered what you could do with those dollars that aren't used for claims?


    Today on the Premium Finance Show, we're talking with Kevin Atkinson, Founder and President of Montpellier Advisors, an independent boutique firm specializing in the intentional design, collaborative structuring, and focused oversight of captive insurance solutions for small to mid sized businesses.


    The discussion goes deep in exploring the benefits of a captive insurance solution for many types of companies, and he shares some of his experience and perspective on why you should consider setting up an insurance agency of your own.


    He is also a huge fan and advocate of Cool Springs' Prestige Design and how his clients are able to benefit from both captives and Prestige designs.


    LINKSShow Notes
    Contact

    About Cool Springs Financial

    About Montpelier Advisors


    GUEST



    Kevin AtkinsonAbout Kevin
    Special Guest: Kevin Atkinson.

    • 59 min
    Ep003: Strategic Tax Planning with Jay Tompkins of Baker Tilly

    Ep003: Strategic Tax Planning with Jay Tompkins of Baker Tilly

    Today on the Premium Finance Show, we're talking with Jay Tompkins, CPA and tax partner with Baker Tilly's Private Client Services group.


    Jay has been a tax professional for almost 20 years and has built a great rapport with clients from various backgrounds. In this episode, we have a great discussion about his tax planning practice, specifically on strategic and advanced planning for business owners and high net worth individuals and how that's different from just tax and accounting work.


    We go in-depth on his view of the Cool Springs structure and why he's such a big advocate of it.


    We also discuss why some “trusted advisors” like CPAs and financial advisors just can’t seem to admit that they aren’t equipped to provide guidance on the Cool Springs designs.


    This is a great show with a lot of great information.


    LINKSShow Notes

    The Premium Finance Scorecard

    Contact

    About Cool Springs Financial

    About Baker Tilly


    GUEST



    Jay TompkinsAbout Jay
    Special Guest: Jay Tompkins.

    • 42 min
    Ep002: Tra Kelly founder of Bascom Advisors talks Interest Rates and Armageddon

    Ep002: Tra Kelly founder of Bascom Advisors talks Interest Rates and Armageddon

    Today on the Premium Finance Show, we're talking with Robert "Tra" Kelly, interest rate expert, and founder of Bascom Advisors.


    We talk about a subject many clients, prospects, and 3rd party advisors bring up; "What happens in an Armageddon scenario of prolonged rising interest rates and a corresponding stock market crash?" Tra talks about this, the unlikely, nearly impossible scenario of it happening, the tools available to control interest rate risk, and why he likes the Cool Springs Financial structure.


    LINKSShow Notes

    The Premium Finance Scorecard

    Contact

    About Cool Springs Financial

    About Bascom Advisors


    GUEST



    Tra KellyAbout Tra
    Special Guest: Tra Kelly.

    • 46 min

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