Beyond tax season: Tracey McLennan of Edward Jones on smart financial planning for small business owners
By: Al Grego
Emerging Channels Communication Manager
June 30, 2026 Calculating time...
In this episode of the Just Good Business Podcast, Al sits down with Tracey McLennan, Director of the Client Consultation Group at Edward Jones, to talk about what small business owners should be doing after tax season ends.
From connecting personal goals to business plans, to deciding when to reinvest vs. build reserves, to navigating succession in an aging workforce — Tracey shares practical strategies every business owner can use.
💡 Key takeaway: Your business is a tool — it should give you freedom, flexibility, or a legacy. If it doesn't, it's time to revisit the plan.
Al Grego is the producer and host of the multi-award-winning Yes, We Are Open and Just Good Business podcasts for Moneris. His interests outside of work include podcasting, blogging, and music.
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