21 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.

    Ep020: Mindset, Belief, Faith, Grit, and Determination

    Ep020: Mindset, Belief, Faith, Grit, and Determination

    On this episode of the Premium Finance Show, we talk with Austin Hatch, a Motivational Speaker from Michigan, United States.


    He has a very unfortunate but a great story to tell, about mindset, belief, faith, grit, and determination based on what he has gone through and what he's been able to accomplish in his life, and how he can communicate that to your team to help them understand that they're part of a bigger picture.


    You'd be well served to listen to this episode and even better served when you're done to reach out and book Austin as one of your speakers for your organization. You'll be well served to listen to this episode, and if you have a team of people working with you and you find yourself having to motivate and help them understand what they're part of, you'll be even better served by reaching out and booking Austin as a speaker for your organization.


    This is a great conversation that will really help make your team a high-performance team.





    LINKSShow Notes
    Contact

    About Cool Springs Financial

    About Austin Hatch - Overcome It




    GUEST



    Austin Hatch About Austin




    Special Guest: Austin Hatch.

    • 26 min
    Ep019: Risk Mitigation by Adding Alternative Asset Classes

    Ep019: Risk Mitigation by Adding Alternative Asset Classes

    On this episode of the Premium Finance Show, we talk with Dory Wiley, President, and CEO of Commerce Street Holdings.


    Dory has over 20 years of experience in commercial and investment banking and investment management.


    Most of the time people have the traditional stock-bond portfolio mix. Dory's decades of experience bring in investment banking, capital raises, retirement solutions, as well as his opinion on where life insurance...especially premium financed insurance as an asset class helps reduce the overall risk of a high net worth individual's broad portfolio.


    We talked about how you can increase yield in your portfolio while at the same time reducing the overall risk by adding alternative asset classes.





    LINKSShow Notes
    Contact

    About Cool Springs Financial

    About Commerce Street Holdings




    GUEST




    Dory A. WileyAbout Dory




    Special Guest: Dory A. WIley.

    • 27 min
    Ep018: Bespoke Legal Solutions in the Insurance Arena

    Ep018: Bespoke Legal Solutions in the Insurance Arena

    On today's episode of the Premium Finance Show, we're talking with Harry Schultz and Brian Bark of Lopez, Bark, and Schultz Law Firm from Orange County, California about the wide range of topics in insurance.


    LBS specializes in insurance-related matters and offers bespoke legal solutions in the insurance arena.


    We had a great conversation about premium finance structures for life insurance purposes, either on personal estate planning or from a corporate perspective, and how to deal with Buy and Sell agreements, Key personal policies, and Executive bonus structures.


    We talked about life insurance policies, third-party policies such as E&O, D&O Commercial General Lines, cyber, umbrella excess, crime, environmental policies, etc.





    LINKSShow Notes
    Contact




    GUESTS




    Brian Z. BarkAbout Brian


    Harry J. Schulz, III About Harry




    Special Guests: Brian Z. Bark and Harry J. Schulz, III.

    • 43 min
    Ep017: Wealthy Global Citizens (Foreign Nationals) with Miguel Garcia and Jimmy Milliron

    Ep017: Wealthy Global Citizens (Foreign Nationals) with Miguel Garcia and Jimmy Milliron

    On today's episode of the Premium Finance Show, we're talking with Miguel Garcia and Jimmy Milliron of National Brokerage Atlantic about their specialty focus on supporting wealthy global citizens and foreign nationals.


    The Foreign National/Wealthy Global Citizen market is significant and deserves attention.


    We had a great conversation about protecting assets in those other countries from government seizure and creating tax deferral opportunities using some of the structures Miguel and Jimmy have implemented for their Foreign National families.


    We also talked about providing liquidity for the second and third generation, an opportunity not often thought of or considered unreliable in other countries.





    LINKSShow Notes
    Contact




    GUEST



    Miguel Cardona Garcia About Miguel


    Jimmy Milliron About Jimmy



    Special Guests: Jimmy Milliron and Miguel Cardona Garcia.

    • 42 min
    Ep016: Deferring Capital Gains on Highly Appreciated Asset Sale with Todd Jackson Esq.

    Ep016: Deferring Capital Gains on Highly Appreciated Asset Sale with Todd Jackson Esq.

    On the show today, we are joined by Todd Jackson, an attorney at law with over three decades of experience. Todd specializes in capital gains for real estate and business sales for significant transactions.


    His expertise in these areas gives him the unique advantage of helping his clients navigate any sale involving business or real estate with the best possible results. He walks us through his capital gains strategy and how he creates value for his clients through tax planning.


    In this episode, he walks us through his ideal client and how he typically structures their transactions.





    LINKSShow Notes
    Contact

    About Cool Springs Financial

    About Todd Jackson Law


    GUEST



    Todd Jackson EsqAbout Todd



    Special Guest: Todd Jackson.

    • 42 min
    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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    LINKSShow Notes
    The Premium Finance Scorecard

    Contact

    About Cool Springs Financial

    About Farro



    GUEST



    Josh FarroAbout Josh

    Special Guest: Josh Farro.

    • 30 min

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