Tracey McLennan of Edward Jones on Smart Financial Planning for Small Business Owners

Tracey McLennan of Edward Jones on Smart Financial Planning for Small Business Owners

June 30, 2026 Β· 21 min Β· Season 5 Β· Episode 6

About this episode

Al Grego interviews Tracey McLennan about financial planning strategies for small business owners post-tax season.

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.

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