Skip to main content
Jack Ojo

Jack Ojo

Retired financial advisor, CPA/CFP, founder of Oujo Wealth Strategies, and author of "Too Smart to be an Umpire"; former Triple-A professional baseball umpire.

Jul 28, 2026

17:35
Thanks
17:36
...
17:36
the biggest decision, [laughs] the biggest decision I had to make was when to get out, okay? Is, is I'm, I'm, I'm 67 years of age right now, and when I was 57 years of age, I realized that I had a star-based system, Ojo Wealth Strategies.
17:51
And, um, and so the question became, "This business is pretty cool.
17:54
We're making a lot of money.
17:55
My kids don't have student loan debt.
17:58
Um, everything's pretty great.

8 MINS LATER

26:05
[laughs]
5:16
plan.
5:17
Problem I had was as I was going through my education and I was going through accounting, I realized I hated accounting.
5:24
You know, I was wondering, you know, if my career was going to be revolving around tying in bank records, insolations, financial statements, telling people they owed money to the IRS.
5:35
I found it very boring, especially coming out of professional baseball, which is a very exciting life.
5:41
And I read about a guy named Herb Vest, a CPA in Dallas that started a firm for CPAs to do investments.
5:50
And I thought he had a brilliant idea.
5:53
The problem was CPAs weren't allowed to accept commissions on investments.
8:01
yes thank you so much no it's it's life life is happening and you are in high demand this is the sign i love that yes so thank you for being here with me i have another question of course in a world chasing speed and shortcuts you emphasize trust and long-term thinking what does it actually take to build trust when you have nothing to show
11:20
But what was the first step toward toward rebuilding?
11:25
The first step was actually recognizing that that identity that you had, you are depressed and you can accept that.
11:33
But you have to be self-aware of the fact that you're depressed and try to challenge that into something beneficial.
11:41
So so what I tried to do is I realized I think a lot of people in sports feel an entitlement that once they get out of sports they're going to go into the next uh part of their life very quickly and i decided to go slowly i was going to take my time and and not try to start at the top so what i did is i i was fortunate i was hired by ernston young ey is the brand now They did the audit for Major League Baseball.
12:09
So I think that helped me get hired by them.
12:11
And I realized I'm working with a lot of people that are younger than me and overachievers.
12:15
So I was humbled right there because I was always ahead of everybody else in baseball.

18 MINS LATER

30:02
How do those show up when markets are volatile and your clients are anxious? I think half of your job today, particularly today, is being a therapist and talking people off the ledge, right? How did you bring discipline and emotional control into this business? And is that common in your business today?

We value your privacy

We use cookies to understand how you use our platform and to improve your experience. Click “Accept All” to consent, or “Decline non-essential” to opt out of non-essential cookies. Read our Privacy Policy.