
Episode #257
How A Former Umpire Builds Financial Confidence | Jack Oujo
Send us Fan Mail What does a bad call behind home plate, a falling stock market, and a tough day in business have in common? You have to reset, trust your process, and be ready for the next pitch. Summary: Jack Oujo went from calling balls and strikes as a minor league baseball umpire to becoming a CPA, CFP, and founder of a wealth management firm that grew largely through referrals to roughly $900 million under management. Jack shares how the lessons he learned on the baseball field shaped the way he approaches money, leadership, and business. An umpire can’t dwell on a bad call—the next pitch is coming. The same principle applies when markets fall, clients panic, or business owners face difficult decisions. We dig into why a 20% market decline shouldn’t come as a surprise, how planning for worst-case scenarios can create confidence, and why disciplined habits like living below your means, maximizing a 401(k), and paying attention to taxes can build long-term financial independence. Jack also gets practical about growing a business: hiring before you feel completely ready, creating repeatable processes, building a culture where employees work with you rather than for you, and understanding that taking care of your people ultimately means better care for your clients. Most importantly, Jack explains why down markets and difficult moments can actually be opportunities to earn trust. When everyone else is reacting emotionally, strong leaders reset, follow the plan, and focus on what they can control. We also hear the story behind Jack’s book, Too Smart To Be An Umpire , and why he believes success is less about trophies and more about the process—and the legacy you leave behind. GOLD NUGGETS Why a 20% down market is normal—and why your plan should already account for it How Jack went from minor league baseball umpire to CPA, CFP, and wealth management entrepreneur Why saving early and living below your means can create real financial freedom Why federal income taxes may be one of your biggest lifetime expenses How a repeatable “reset” process helps leaders recover from mistakes Why candor and authenticity build lasting client trust When it’s time to hire and start working on the business instead of only in it Why taking care of employees leads to an overwhelmingly positive client experience The importance of financial planning around worst-case scenarios rather than optimistic forecasts Why process, not trophies, is at the heart of Jack’s approach to business and life Watch the full episode on YouTube: https://www.youtube.com/@TheSmallBusinessSafari Follow The Small Business Safari toosmarttobeanumpire.com (Blog) LinkedIn | linkedin.com/in/jack-oujo-cpa-cfp-ms-tax-97906810 Website | oujowealthstrategies.com (Company) Instagram | @smallbusinesssafaripodcast LinkedIn | https://www.linkedin.com/in/chrislalomia/ Website | https://chrislalomia.com Tell your friends, tell your family—if you liked it, let them know! And ask yourself: What part of your financial or business plan needs a better reset button? Thanks to our sponsor Smart Hire Solutions LLC!

