Paper Gains Show

About Paper Gains Show

A show about Wealth, for YOUR Wealth. Paper Gains is the no-nonsense, straight-talking podcast for high-net-worth individuals, business owners, and future retirees who want to maximize wealth, minimize taxes, and build a financial future they can actually enjoy. Hosted by financial advisors Johnathan Rankin and Matt Magee, we cut through the noise and break down the biggest financial topics—from Social Security myths and tax-efficient investing to market trends and estate planning strategies. No get-rich-quick schemes. No financial jargon. Just real, actionable advice. New Episodes Weekly!

Publisher

Johnathan Rankin and Matt Magee

Category

business

Language

en

Explicit

No

First episode

6 Mar 2025

Latest episode

1 Aug 2025

Latest episodes

12 episodes in the feed.

1. 

   1 Aug 2025

   The Retirement Curveballs No One Warns You About

   What if losing your job, facing a pension buyout, or becoming the family nanny wasn’t part of your retirement plan — but it happened anyway?📲 Connect with Us Johnathan Rankin: Johnathan@mforcecapital.com or @thinkretirement Matt Magee: Mmagee@mforcecapital.comIn this episode of The Paper Game Show, retirement planners Johnathan Rankin and Matt MaGee tackle the real-life curveballs that derail retirement — from job losses in your 50s to pension lump sum buyouts, family caregiving surprises, healthcare shocks, and big purchases you later regret. This isn’t the “save 15% and sail away” kind of retirement talk — it’s the raw, practical reality check that every pre-retiree and new retiree needs. If you’ve ever thought “I didn’t plan for THIS,” this episode is for you.Whether you're five years away or five days into retirement, this conversation will give you the awareness — and the questions — to protect your next chapter.Chapters:0:00 – When Job Loss Hits Right Before Retirement3:10 – Navigating Health Insurance, COBRA & Consulting Work7:20 – Should You Take the Pension Buyout or Monthly Income?12:31 – The Hidden Family Costs of Retirement15:30 – Health Surprises and Retirement Lifestyle Curveballs18:43 – Big Purchases Before Retirement: Smart or Risky?Disclaimer: mFORCE Capital and Theorem Wealth Management is a group of investment professionals registered with Sanctuary Securities Inc, member FINRA and SIPC, and with Sanctuary Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through Sanctuary Securities, Inc advisory services are offered through Sanctuary Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. Theorem Wealth Management and mFORCE Capital and Sanctuary Securities Inc or Sanctuary Advisors LLC shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This presentation was created for informational purposes only; the opinions expressed are solely those of Theorem Wealth Management and mFORCE Capital and do not represent those of Sanctuary Securities Inc or Sanctuary Advisors, LLC, or any of its affiliates. Sanctuary Advisors do not provide tax or legal advice. This material was not intended or written to be used or represented to any entity as tax advice or tax information. Tax laws vary based on the clients' circumstances and can change at any time without notice. Clients are urged to consult their tax or legal advisors for any related questions.

2. 

   11 Jul 2025

   The “One Big Beautiful Bill” Tax Law: What Just Changed for You in 2025?

   Ever wondered how the brand new 2025 tax law—nicknamed the "One Big Beautiful Bill"—could change your next refund or how much you owe? From new Social Security deductions to higher SALT caps, we break down what matters for your family, business, and future (plus the moves to make before year-end).📲 Connect with Us Johnathan Rankin: Johnathan@mforcecapital.com or @thinkretirement Matt Magee: Mmagee@mforcecapital.comThe Paper Gain Show dives into the details of the 2025 tax overhaul—officially the extension of the Tax Cuts and Jobs Act—covering Social Security deductions, the new $40k SALT cap, higher child tax credits, mortgage and auto interest deductions, and business tax strategies. Whether you’re planning for retirement, optimizing your business, or simply want to avoid tax mistakes, this episode gives you the practical moves and strategies you can use right now.Chapters:00:00 – July 4th Recap & Disney Trip00:44 – The “One Big Beautiful Bill” Passes: What Changed?01:54 – Social Security Deduction: How Much Can You Save?05:02 – Child Tax Credit Increase & Permanent Changes05:46 – New $40k SALT Deduction: Who Benefits?07:50 – Deductions for Tip Income & Auto Loan Interest10:54 – Estate Tax Updates & What Was Not Cut11:32 – Major Business Tax Changes & Bonus Depreciation13:02 – Pass-Through Deductions: Who Qualifies?15:56 – HSA, 529, & Other Account Changes17:00 – Real-World Tax Planning Moves for 202519:45 – Expanded 529 Withdrawal Rules21:54 – What This Means for Your Tax Plan23:35 – When to Talk to Your CPA & Take ActionDisclaimer: mFORCE Capital and Theorem Wealth Management is a group of investment professionals registered with Sanctuary Securities Inc, member FINRA and SIPC, and with Sanctuary Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through Sanctuary Securities, Inc advisory services are offered through Sanctuary Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. Theorem Wealth Management and mFORCE Capital and Sanctuary Securities Inc or Sanctuary Advisors LLC shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This presentation was created for informational purposes only; the opinions expressed are solely those of Theorem Wealth Management and mFORCE Capital and do not represent those of Sanctuary Securities Inc or Sanctuary Advisors, LLC, or any of its affiliates. Sanctuary Advisors do not provide tax or legal advice. This material was not intended or written to be used or represented to any entity as tax advice or tax information. Tax laws vary based on the clients' circumstances and can change at any time without notice. Clients are urged to consult their tax or legal advisors for any related questions.

3. 

   25 Jun 2025

   How the Wealthy REALLY Minimize Taxes: Inside Strategies Revealed

   Hosts Johnathan Rankin and Matt McGee reveal strategies that high-net-worth entrepreneurs use to minimize taxes through asset organization, LLCs, cash balance plans, and trusts, helping listeners protect their wealth.

4. 

   13 Jun 2025

   Is This REALLY A Social Security Mistake?

   Johnathan Rankin and Matt Magee explore the potential pitfalls of claiming Social Security early, revealing how fear-based decisions can lead to significant financial mistakes for retirees.

5. 

   23 May 2025

   New 2025 Tax Bill: Who Wins, Who Loses & What You Need to Do

   Johnathan Rankin and Matt McGee CFP® analyze the potential impact of the 2025 GOP tax proposal, which covers changes to income, deductions, and retirement strategies, in this interview episode.

6. 

   8 May 2025

   Buffett Steps Down—Biggest Lessons From The Legend

   Johnathan Rankin and Matt Magee analyze Warren Buffett's legacy after stepping down as Berkshire Hathaway CEO, exploring his investment strategies and the company's future without him.

7. 

   5 May 2025

   Should You Get Back Into the Market? Honest Advice for Nervous Investors

   Johnathan Rankin and Matt Magee discuss strategies for investors considering re-entering the market after selling during volatility, plus healthcare and long-term care insurance considerations for retirement planning.

8. 

   11 Apr 2025

   Tariff Turmoil: What Retirees Need to Know About This Market Drop

   The Paper Gains Show discusses market volatility and tariff announcements, providing strategies for retirees to navigate economic uncertainty and make informed investment decisions.

9. 

   30 Mar 2025

   The Hardest Part of Retirement Planning (It’s Not What You Think) - Ep. 4

   Johnathan Rankin and Matt Magee explore the challenges of retirement planning, focusing on balancing current lifestyle with future savings and avoiding social comparison, offering listeners a fresh perspective.

10. 

    20 Mar 2025

    Financial Advisor Reveals: Retirement Laws That Must GO in 2025 - Ep. 03

    Financial advisor Johnathan Rankin discusses outdated retirement laws like the 4% rule and advocates for changes needed in 2025, including tax-saving strategies and car buying decisions.

11. 

    12 Mar 2025

    Economic Uncertainty: Are We Headed for a Recession? (EP. 2)

    Hosts Johnathan Rankin and Matt Magee analyze current market volatility and economic policies to help investors understand if the market is headed for a recession, and what strategies to consider.

12. 

    6 Mar 2025

    The Paper Gains Show - Social Security Broke, Buffett's 💰, Roth vs Traditional and MORE

    Financial advisors Johnathan Rankin and Matt Magee discuss Social Security's solvency, market volatility, Warren Buffett's investment strategies, and retirement account tax implications, offering insights into making informed financial decisions.

Podcast Authority Score: 20 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

40

Social presence

0

YouTube

0

Engagement

0

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Guest appearances

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Based on episode analysis; this does not confirm that the show is currently accepting guests.