Financial Freedom Podcast with Dr. Christopher H. Loo, MD-PhD 🎥 Financial Freedom with Steve Perry | From $900K Salary to Purpose-Driven Entrepreneurship
Financial freedom is more than a dream—it's a strategy, a mindset, and a decision to live with intention. In this transformative conversation, Steve Perry, a former financial advisor turned founder of The Well Recruiting Solutions, shares how walking away from a $900K corporate career helped him gain real wealth: time, purpose, and impact.
For anyone chasing financial freedom, this episode answers your burning questions:
How do you leave a high-paying job without sacrificing your future?
Can you scale a business that aligns with both your values and income goals?
What does it look like to live with margin lifestyle and build lasting wealth?
Steve’s entrepreneurship journey is packed with hard-won insights. He explains how financial literacy helped him create the space to launch a company, how the capacity model book reframes stress as a signal for growth, and how generosity mindset isn't just a feel-good idea—it’s a strategic advantage.
We also dive into his niche: wealth management recruiting and human capital strategy. If you're a growing firm looking for elite talent, or a candidate wondering how to stand out in a noisy market, Steve breaks down how passive candidate recruiting is changing the hiring game.
This podcast episode is for professionals, advisors, entrepreneurs, and high-income earners contemplating a career pivot story or longing for more than just another promotion. Get ready for practical steps, authentic inspiration, and a real conversation about what wealth actually means.
📘 Check out The Capacity Model: https://amzn.to/3HsSGLU
00:00 – Intro: Meet Steve Perry
01:15 – Steve’s early entrepreneurial roots and financial services path
02:45 – Leaving corporate life: $900K/year to entrepreneurship
04:10 – What clients come to Steve for: talent & strategy
05:30 – Financial freedom & the cost of lifestyle creep
07:00 – The meaning behind “The Well”
08:45 – Living with margin and giving away 30%
10:20 – Job market misconceptions & recruitment noise
12:30 – The power of personal connections in hiring
14:15 – How Steve maintains VIP client relationships
15:45 – Key lessons from financial advising
17:00 – The Capacity Model and redefining stress
19:00 – Finding your purpose beyond the paycheck
20:30 – How to connect with Steve Perry
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Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show.
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