Shows / The Up Side with Eli the Money Guy
The Up Side with Eli the Money Guy
Welcome to Financial Planning for Canadians, your go-to podcast for mastering financial literacy and making informed decisions about your money. Whether you're just starting your financial journey or looking to optimize your wealth, we provide practical tips, expert advice, and strategies tailored to Canadians. From retirement planning to tax-efficient investing and beyond, we break down complex topics into easy-to-understand episodes. Each week, we'll cover key financial concepts and…
Episodes
- The Up Side with Eli the Money Guy
Is Your Financial Advisor Actually Working for You?
How do you know if your financial advisor is actually the right fit for you? In this episode of The Up Side with Eli, Eli sits down with Michael Petrin, BBA…
- The Up Side with Eli the Money Guy
Moving from Canada to the U.S? Avoid These Costly Tax Mistakes
Moving between Canada and the U.S.? Cross-border tax mistakes could cost you more than you think. In Episode 19 of The Up Side, Eli sits down with Nicole…
- The Up Side with Eli the Money Guy
What Banks Don't Tell You About Wealth Management
What does your bank actually do for your wealth, and what changes when you move to private wealth management? In Episode 18 of The Up Side, Eli Kirchmaier sits…
- The Up Side with Eli the Money Guy
Selling Your Business? How to Prepare, Save Tax & Maximize Your Exit
Selling a business is one of the biggest financial events most business owners will ever navigate, and some of the most valuable planning needs to happen years…
- The Up Side with Eli the Money Guy
What Happens When the CRA Comes Knocking? | Tax Lawyer Dov Whitman
What actually happens when the CRA audits you, and what can you do if you disagree with their decision? In this episode of The Up Side, Eli sits down with Dove…
- The Up Side with Eli the Money Guy
How Much Insurance Do You Actually Need?
Most Canadians know they should probably have insurance, but very few know how much they actually need, what kind to buy, or which policies may not be worth…
- The Up Side with Eli the Money Guy
Your Biggest Financial Questions, Answered
In this listener Q&A episode, Eli Kirchmaier and Brandon Murphy answer real financial planning questions from Canadians. They cover topics including LIRAs…
- The Up Side with Eli the Money Guy
What Separates Great Financial Advisors from the Rest?
What separates great financial advisors from average ones? In this episode of The Up Side, Eli sits down with Dylan to discuss the growing importance of…
- The Up Side with Eli the Money Guy
What to Do With "Excess Wealth" (7 Smart Moves for High-Net-Worth Families)
What happens when you realize you've saved more money than you actually need for retirement? In this episode of The Upside with Eli, Eli sits down with CPA…
- The Up Side with Eli the Money Guy
The Retirement Planning Mistakes Costing Canadians Millions
Most retirement plans fail for one reason: they were never actually planned. In this episode of The Up Side with Eli, Eli sits down with portfolio manager and…
- The Up Side with Eli the Money Guy
How to Transition from Accounting to Wealth Management (& Build a Real Brand)
In this episode, Eli sits down with Brandon Murphy to unpack a career path that more people in finance are starting to consider, but few talk about openly. If…
- The Up Side with Eli the Money Guy
Tax Loss Harvesting Explained: How to Turn Market Losses Into Tax Savings
Markets down? That doesn't mean your portfolio has to lose. In this episode of The Upside with Eli, Eli and portfolio manager Dylan break down how to actually…
- The Up Side with Eli the Money Guy
Should You Take the Commuted Value? Interest Rates, Taxes & Retirement Flexibility
Tens of thousands of federal employees are facing job uncertainty — and many have a defined benefit (DB) pension with an option most people don't realize…
- The Up Side with Eli the Money Guy
What You NEED to Know Before Tax Season: RRSP Deadline, Deductions & OAS Clawback
Tax season is coming fast — and we're answering your most common Canadian tax questions with CPA Brandon Murphy. In this Q&A, we break down the 2026 tax season…
- The Up Side with Eli the Money Guy
When Should You Actually Incorporate? A CPA Explains
In this episode of The Up Side, Eli sits down with Brandon Murphy, CPA, to break down the real-world tax and accounting questions business owners struggle with…
- The Up Side with Eli the Money Guy
Financial Freedom After 50: Simple Steps to Secure Your Future
You've worked hard—now it's time to make every dollar count. Eli the Money Guy and CPA Amal Assad reveal the power moves that can turn your 50s into your most…
- The Up Side with Eli the Money Guy
The Power of Income Splitting for Wealthy Canadians
Income splitting is one of the most powerful and legal tax strategies families and business owners can use to save thousands, but it's often misunderstood or…
- The Up Side with Eli the Money Guy
Tax Strategies You Should Know
In this episode of The Up Side, we're unpacking some of the lesser-known but highly powerful tools in the Canadian tax strategy playbook. From maximizing your…
- The Up Side with Eli the Money Guy
Not All Financial Advice is Good Advice
In this episode, we're cutting through the noise to talk about the difference between helpful financial guidance and advice that just doesn't serve you. From…
- The Up Side with Eli the Money Guy
The 50/30/20 Rule: You Don't Get Wealthy By Accident
In this kickoff episode, we break down the basics of smart budgeting without the fluff. From the 50/30/20 rule to the hard truth about making "dumb" money…