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

Just Good Business Digest: June 2026 Edition Chapter 1:  Tracey McLennan of Edward Jones on Smart Financial Planning for Small Business Owners 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. Chapter 2:  Retail Isn’t Slowing—It’s Evolving: What Canadian Consumer Data Reveals in 2026 In this episode of Just Good Business, Sean McCormick, VP Business Development at Moneris Data Services breaks down what’s really driving 2026 retail trends—from fewer but more intentional shoppers to the growing impact of AI on search and discovery. Learn why conversion matters more than traffic, how LLMs are changing customer behaviour, and what retailers need to do to stay competitive. Chapters: 00:00:00 - Introduction 00:01:05 - Chapter 1: Tracey McLennan of Edward Jones on Smart Financial Planning for Small Business Owners 00:10:50 - Chapter 2: Retail Isn’t Slowing—It’s Evolving: What Canadian Consumer Data Reveals in 2026 00:20:04 - Outro Links of Interest: Edward Jones Moneris Data Services   Subscribe now! If you have a payment-related or business question you’d like to submit to one of our experts, you can email us at [email protected]. Just Good Business is a Moneris podcast production hosted by Al Grego.