HeyJaredThe 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.
- Indexed episodes, last 90 days
- 3
- Latest publication
- Sep 10, 2026
- Audience
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- Earliest in this view
- Jul 23, 2026
Latest episodes
Selling Your Business? How to Prepare, Save Tax & Maximize Your Exit (opens the original)
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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 quali
What Happens When the CRA Comes Knocking? | Tax Lawyer Dov Whitman (opens the original)
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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 mis
How Much Insurance Do You Actually Need? (opens the original)
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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 s
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