The Up Side with Eli the Money Guy

Détails du podcast

Informations techniques et générales issues du flux RSS du podcast.

Site

RSS

Apple

Classements récents

Dernières positions dans les classements Apple Podcasts et Spotify.

Liens partagés entre épisodes et podcasts

Liens présents dans les descriptions d'épisodes et autres podcasts les utilisant également.

https://www.instagram.com/elithemoneyguy
1 partage
https://www.instagram.com/murphonmoney
1 partage

https://www.tiktok.com/@elithemoneyguy
1 partage
https://www.tiktok.com/@murphonmoney
1 partage

https://upfinancial.ca/book/
1 partage

Qualité et score du flux RSS

Évaluation technique de la qualité et de la structure du flux RSS.

Historique des publications

Répartition mensuelle des publications d'épisodes au fil des années.

Derniers épisodes publiés

Liste des épisodes récents, avec titres, durées et descriptions.

Selling Your Business? How to Prepare, Save Tax & Maximize Your Exit

Saison 1 · Épisode 17

jeudi 10 septembre 2026 • Durée 30:55

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 before the deal closes.

In this episode of The Up Side, Eli is joined by Brandon Murphy, CPA, to break down what business owners should be thinking about before a sale.

They cover how to determine whether you actually have a sellable business, why planning should begin well before an LOI arrives, share sales versus asset sales, QSBC qualification and the Lifetime Capital Gains Exemption, corporate purification, business valuations and intergenerational transfers.

They also discuss what happens after the sale, from managing the proceeds and potential tax obligations to investing for retirement and planning for the next stage of your wealth.

If selling or transferring your business could be in your future, this episode will help you understand the decisions worth making before a buyer is at the table.

Lire plusRéduire

What Happens When the CRA Comes Knocking? | Tax Lawyer Dov Whitman

Saison 1 · Épisode 16

jeudi 27 août 2026 • Durée 50:43

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 Whitman, Partner in KPMG Law's Tax Litigation and Dispute Resolution practice, to unpack what happens when a tax issue turns into a dispute with the government.

Dov explains why getting professional help early in an audit can make a significant difference, what the path from an audit to Tax Court can look like, and one of the biggest misconceptions taxpayers have: that challenging the CRA is pointless.

They also discuss how to know when an audit may be escalating, when it makes sense to push back, why documentation can become critical years after a transaction takes place, and the mistakes that can make an already difficult CRA dispute even harder.

In this episode:

• What actually happens during a CRA audit or tax dispute
• When to bring in a tax litigation lawyer
• Why Tax Court isn't simply an extension of the CRA
• When to cooperate with the CRA and when to push back
• Early signs that an audit may be escalating
• Why keeping old tax and transaction records matters
• What taxpayers should know before taking a dispute further

Whether you're a business owner, investor, or high-net-worth Canadian navigating a complex tax situation, this conversation offers a look at what happens on the other side of a CRA dispute and how to better protect yourself before one begins.

Lire plusRéduire

How Much Insurance Do You Actually Need?

Saison 1 · Épisode 15

jeudi 23 juillet 2026 • Durée 45:36

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 paying for.

In this episode of The Up Side, Eli is joined by Dylan to break down the biggest life and disability insurance questions people should be asking before they buy. They cover how to calculate life insurance needs, why "just cover the mortgage" may not be enough, the difference between term and permanent insurance, when insurance starts to make sense, and why employer group coverage often does not tell the full story.

They also get into beneficiary mistakes, mortgage insurance concerns, short-term vs long-term disability, CPP disability, elimination periods, occupation definitions, and what business owners or self-employed Canadians should be thinking about when protecting their income.

This episode is for anyone who wants to understand insurance more clearly and make more intentional decisions before something goes wrong.

For educational purposes only. This is not personal financial, insurance, tax, or legal advice.

Lire plusRéduire

Your Biggest Financial Questions, Answered

Saison 1 · Épisode 14

jeudi 2 juillet 2026 • Durée 25:35

In this listener Q&A episode, Eli Kirchmaier and Brandon Murphy answer real financial planning questions from Canadians.

They cover topics including LIRAs, pension transfers, gifting wealth to children, retirement income, taxes, CRA audits, and other common planning questions that can have a significant impact on your financial future.

If you'd like your question featured on a future episode, leave a comment or get in touch with the team at Up Financial.

Lire plusRéduire

What Separates Great Financial Advisors from the Rest?

Saison 1 · Épisode 13

jeudi 11 juin 2026 • Durée 38:02

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 technical expertise in financial planning, why education is often overlooked in the industry, and what advisors can do to better serve clients in an increasingly complex financial world.

They explore the challenges facing today's advisors, common gaps in industry training, the role of specialization, and why clients need far more than basic investment advice.

Whether you're a financial professional, business owner, or someone looking to better understand the value of quality financial planning, this conversation offers practical insights into what truly drives long-term success.

Topics discussed:

Why education is the ultimate competitive advantage
The biggest mistakes new advisors make
Why specialization matters
Risk tolerance vs. financial goals
Building trust with clients
The future of financial advice
What clients should expect from a great advisor

Lire plusRéduire

What to Do With "Excess Wealth" (7 Smart Moves for High-Net-Worth Families)

Saison 1 · Épisode 12

jeudi 28 mai 2026 • Durée 32:57

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 Brandon Murphy to unpack one of the most overlooked financial planning conversations for affluent Canadians: how to strategically manage "excess wealth."

From helping adult children with down payments and business capital to estate planning, tax-efficient gifting, and structuring long-term family wealth, Eli and Brandon break down the real decisions wealthy families face once retirement is already secure.

They discuss:

What "excess wealth" actually means
The most common ways affluent families support their children
Real estate vs. invested assets
Tax considerations around gifting and wealth transfer
How retirees think differently once they know they have enough
Why intentional planning matters more than ever

Whether you're building wealth, approaching retirement, or thinking about your legacy, this episode offers practical insight into how high-net-worth families make smart financial decisions beyond retirement income planning.

Lire plusRéduire

The Retirement Planning Mistakes Costing Canadians Millions

Saison 1 · Épisode 11

jeudi 21 mai 2026 • Durée 42:58

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 retirement specialist Dylan Rieberer to break down the most common (and costly) retirement mistakes Canadians make.

From CPP and OAS timing mistakes to poor RRSP/RRIF drawdown strategies, sequence of returns risk, tax traps, LIRA/LIF planning, income splitting, and retirement portfolio construction, this episode dives deep into the financial decisions that can quietly cost retirees hundreds of thousands...or even millions...over their lifetime.

You'll learn:
• Why generic retirement advice can be dangerous
• How poor drawdown strategies destroy wealth
• The biggest CPP & OAS timing mistakes
• Why many retirees overpay tax unnecessarily
• How sequence of returns risk can derail retirement
• The difference between accumulating wealth and drawing it down properly
• Why retirement investing is completely different from growth investing

If you're approaching retirement, or already retired, this episode could save you from some very expensive mistakes.

Lire plusRéduire

How to Transition from Accounting to Wealth Management (& Build a Real Brand)

jeudi 30 avril 2026 • Durée 35:13

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 you've ever felt stuck in a technical role or wondered what it actually takes to move beyond "just doing the numbers," this conversation is for you.

Eli and Brandon break down the transition from accounting into wealth management, including the mindset shifts, skill changes, and real-world challenges that come with stepping into a more client-facing, advisory role.

They also get into:

Why many professionals in finance feel stuck (even when they're successful on paper)
The difference between being an expert and being a trusted advisor
How personal brand plays a bigger role than most people think
What to consider before making a move into wealth management

Whether you're early in your career or already established and looking for something more, this episode will give you a clearer perspective on what's possible—and what it actually takes to get there.

If you enjoy the episode, don't forget to follow the show and share it with someone who's thinking about their next move in finance.

Work with Eli / Up Financial

Book a call: https://upfinancial.ca/book/

Email: up@upfinancial.ca

Instagram: https://www.instagram.com/elithemoneyguy/

Tik Tok: https://www.tiktok.com/@elithemoneyguy

Connect with Brandon

Instagram: https://www.instagram.com/murphonmoney/

Tik Tok: https://www.tiktok.com/@murphonmoney

Subscribe for weekly episodes!

Tax Loss Harvesting Explained: How to Turn Market Losses Into Tax Savings

Épisode 9

mercredi 1 avril 2026 • Durée 31:23

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 use investment losses strategically — not just take them.

They cover:

What tax loss selling actually is
How to use losses to offset capital gains
What "tax loss crystallization" means (and when to use it)
The superficial loss rules (and how to avoid them)
Strategies to stay invested while still capturing tax benefits
Advanced approaches like transferring losses and tax loss purification

If you're holding losses or just want to be more tax-efficient — this episode shows how to make the most of a bad market

Lire plusRéduire

Should You Take the Commuted Value? Interest Rates, Taxes & Retirement Flexibility

mercredi 25 février 2026 • Durée 35:10

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 exists: taking the commuted value (a lump sum) instead of lifetime monthly payments.

In this episode of The Upside, Eli sits down with Dylan Reber (Portfolio Manager + CFP®) to break down what a commuted value actually is, how it's calculated, and the biggest decision factors to consider — including interest-rate timing, tax implications (maximum transfer value), locked-in accounts (LIRA), longevity, estate planning, inflation indexing, and investing discipline.

If you're approaching age 55, considering early retirement, or navigating a job transition, this conversation will help you ask the right questions before making an irreversible pension decision.

Lire plusRéduire

Podcasts et contenus similaires

Autres podcasts ou contenus associés partageant des thèmes ou audiences similaires.

The Up Side with Eli the Money Guy – Détails, épisodes et analyse

Détails du podcast

Classements récents

Apple Podcasts

Spotify

Liens partagés entre épisodes et podcasts

Qualité et score du flux RSS

Historique des publications

Derniers épisodes publiés

Podcasts Similaires Basées sur le Contenu

Podcasts Similaires Basées sur le Contenu

Apple Podcasts

Spotify

The Up Side with Eli the Money Guy – Détails, épisodes et analyse

Détails du podcast

Classements récents

Apple Podcasts

Spotify

Liens partagés entre épisodes et podcasts

Instagram2

Tik Tok2

Other1

Qualité et score du flux RSS

Historique des publications

Derniers épisodes publiés

Podcasts et contenus similaires

Podcasts Similaires Basées sur le Contenu

Podcasts Similaires Basées sur le Contenu

Instagram2

Tik Tok2

Other1

Apple Podcasts

Spotify