CASE STUDIES

Feeling stuck, overwhelmed, or behind in your 20s or 30s? In this powerful solo episode, Casey Baugh shares a personal roadmap to breaking free from stagnation and building a life of momentum, meaning, and success. Now 43, Casey reflects on the pivotal lessons and habits that helped him transition from uncertainty to building wealth, purpose, and personal power.From early mentorship at Vivint to the miracle morning routine that reshaped his days, Casey outlines the exact steps that helped him create consistent wins. Whether you’re seeking clarity in your career, energy in your habits, or direction for your future—this episode delivers real, actionable insights to help you get moving and stay moving.Learn how to:•Simplify focus and take massive action•Build atomic habits that transform your mornings•Ask the right questions to unlock opportunity•Use momentum to multiply success•Reframe your 20s as a launching pad—not a finish lineChapters00:00 | Introduction: Stuck in Your 20s01:11 | The Power of Intentional Choices02:00 | Why Mentorship in Your 20s Matters03:41 | The Life-Changing Decision to Join Vivint03:53 | Focus: Doing One Thing Well05:05 | Simple Goal, Big Results05:58 | John Maxwell’s Law of the Big Mo06:50 | Take Massive Action, Not Perfect Action07:48 | Ready, Fire, Aim: Just Start08:34 | The Most Important Question: What’s My Biggest Opportunity?09:43 | Starve Problems, Feed Opportunities10:59 | Saying No to Good for the Sake of Great11:35 | Habits Matter More Than Motivation12:07 | Sunday Planning: The #1 Weekly Habit12:37 | Miracle Mornings: Casey’s Morning Routine14:05 | Cold Plunges, Meditation, and Momentum16:07 | Training Confidence Through Hard Choices17:35 | Stack the Daily Wins18:59 | Bill Ackman’s Comeback Blueprint20:03 | The Compound Effect of Daily Choices20:28 | Final Thoughts: Build a Life That Compounds Hosted on Acast. See acast.com/privacy for more information.

In this week’s episode, Casey sits down with Bruce Roberts, whose journey ranging from being a CrossFit community leader to a 26-year military veteran is nothing short of inspiring. Casey and Bruce reminisce about their shared history at CrossFit Hyperion and the deep sense of community, discipline, and hard work that defined the gym’s culture.Bruce opens up about his time in the military, including his work with special forces and his deployments in Afghanistan, Guantanamo Bay, and beyond. He shares the lessons he learned about leadership, focusing on leading by example, fostering trust, and the power of treating people with respect. His journey reveals the challenges and rewards of guiding others in some of the world’s most intense environments.Bruce continues to serve others through humanitarian efforts in Afghanistan and Ukraine. This conversation is full of powerful insights on leadership, service, and the importance of leaving a lasting, positive mark on the world. Hosted on Acast. See acast.com/privacy for more information.

In this episode of Case Studies, Casey sits down with Dan Snow, Berkeley PhD and Harvard Business School professor turned BYU educator; for a thoughtful conversation on identity, reinvention, and choosing a life of deep purpose over conventional success.Dan shares his journey from the factory floors of Ford to the lecture halls of Harvard, and why he ultimately walked away from the elite academic path to teach and mentor at BYU. With rare humility and clarity, he unpacks the quiet courage it takes to start over, the challenges of being “the outsider,” and what it means to build a life that actually aligns with your values.They explore leadership, legacy, and how the most meaningful growth often comes from embracing discomfort. Whether it’s navigating faith in unfamiliar environments or making high stakes career pivots, Dan’s story is a powerful reminder that status isn’t the goal, impact is.00:00 | Introduction & Chelsea’s Journey03:55 | Education as Leadership Development07:34 | Dan’s Upbringing in Colorado Springs13:30 | Being the Outsider & Building Empathy17:22 | Faith, Contrast, and Cultural Identity19:43 | Mission in Rome & Early Lessons in Rejection22:59 | The Pivot Away from Law School26:24 | Working at Ford & Career Clarity30:05 | Choosing a PhD Over Corporate Success31:48 | Berkeley, Humility, and Academic Culture39:30 | The Dissertation: Last Gasp of Carburetors45:26 | The Hidden Power of Applied Theory49:13 | Greatness, Grit, and the Clay Christensen Standard54:14 | Turning Talents into Purpose56:01 | Reinvention & The Power of Starting Over58:41 | Spiritual Greatness in Everyday People01:02:06 | Creation, Progress & the Human Drive01:03:04 | Teaching at Oxford & Global Perspectives Hosted on Acast. See acast.com/privacy for more information.

In this week's episode, Casey reconnects with good friend and educator Kyle Reyes. They dive into the transformative power of education and the role of mentorship. Kyle shares his journey from a struggling student with a 0.68 GPA to a leader in higher education, revealing how finding relevance and purpose can change the course of a life. This discussion highlights the importance of creating environments where every individual feels seen, heard, and empowered.Kyle also reflects on his experiences at UVU, the impact of diverse mentors, and how empathy can bridge gaps across differences. Whether you're navigating your own educational journey or supporting someone else's, this episode offers valuable insights on unlocking potential and inspiring others. Hosted on Acast. See acast.com/privacy for more information.

In this episode of Case Studies, Casey sits down with Cam Bawden, serial entrepreneur, pilot, and founder of Green Mango Pest Control and Coconut Cleaning, for a deep dive into what it really means to live and lead like the 1%.Cam shares his journey from door-to-door sales in the Arizona heat to scaling multi-million dollar home service companies and creating a movement centered on faith, family, and intentional growth. He opens up about the mindset shifts that redefined his version of success, the daily systems that keep him grounded, and the power of pursuing alignment over applause.Together, they explore what happens after the financial exit, how to stay hungry when you no longer have to, and why authenticity is the real differentiator among the top 1%.This conversation is equal parts strategy and soul; a masterclass in building a life that compounds in business, relationships, and impact.00:00 | Introduction & Background01:00 | From Pest Control to Purpose02:30 | Starting Green Mango & the Power of Persistence05:00 | Weekly Planning & Life Transformation07:45 | Post-Exit Realizations & Staying Hungry10:00 | Giving as a Daily Practice13:00 | Building Wealth vs. Preserving Impact15:30 | Childhood Lessons & Work Ethic18:40 | Early Entrepreneurial Struggles21:00 | The Turning Point at Year 724:30 | Scaling Through Franchising with Coconut Cleaning27:30 | The 1% Club & Mentorship Mindset30:50 | Marriage, Alignment & Communication36:00 | Family Planning Systems & Quarterly Retreats41:00 | Friendships, Heroes & Endorsements46:30 | Faith, Obedience & Daily Devotionals48:00 | Final Reflections & Future Vision Hosted on Acast. See acast.com/privacy for more information.

In this week’s episode, Casey sits down with Alex Bean, entrepreneur and author. We explore the untold stories behind one of Utah’s most remarkable tech successes, Divvy. From the early days of Divvy’s inception to its rise and eventual sale, Alex shares a candid look at the intense highs and lows of the entrepreneurial journey. But what happens after the adrenaline of the startup grind fades?Alex opens up about the profound personal and professional shifts that occurred after stepping away from the company, revealing the challenges of finding new purpose and fulfillment post-exit. We delve into the emotional complexities of navigating life after a major financial windfall, the unexpected strain it can place on relationships, and the search for a lasting legacy.Whether you’re an entrepreneur at the start of your journey or someone who has already reached the summit, this episode offers invaluable insights on how to build a life that goes beyond business achievements, focusing on relationships, contribution, and leaving a lasting legacy. Tune in to “Case Studies” to discover how Alex Bean is forging a new path and what it truly means to live a life of purpose after success. Hosted on Acast. See acast.com/privacy for more information.

In this powerful episode of Case Studies, Casey sits down with Jon Adams, a partner in a billion-dollar wealth management firm, for one of the most heartfelt and faith-filled conversations in the series. Jon opens up about growing up in his grandfather’s truck, learning grit and integrity on the family sod farm, and discovering entrepreneurship through pure initiative long before he built a career in finance.The heart of this conversation centers on unimaginable loss. At age 34, Jon’s wife, Janelle, passed away suddenly, leaving him to raise four young children alone. What follows is a story of grace and divine timing; of friends and family who showed up when he could not stand on his own, and of faith that deepened through tragedy. Jon shares sacred experiences that reshaped his understanding of God’s presence, the power of community, and the beauty of second chances when he later met and married singer-songwriter Callie Reed.This is an episode about faith in the dark, love that endures, and the quiet miracles that follow when you keep walking toward the light.00:00 | Meeting Jon & the Adams brothers02:31 | Farm-raised grit & the first land flip08:42 | Hustle play: Jazz floor seats → warm leads18:50 | Radical honesty in wealth management22:30 | Partners, roles, and why differences work23:04 | High-school best friends to marriage (Jenelle)26:29 | Early marriage, duplex, and the first job29:12 | Hospital shock: ITP diagnosis & teeter-totter care33:10 | The hardest call: intubation & final goodbyes44:04 | “I’m here to talk to Jon”: stake conference mercy56:04 | The song, Callie Reed, and a second chance59:45 | “Faith in His timing” (sometimes it means now)01:16:43 | Lessons on grief, God, growth, and becoming Hosted on Acast. See acast.com/privacy for more information.

In this week’s episode, Casey sits down with family friend - Kristin Andrus. Recognized by many for her unwavering determination and passion, Kristin is part of an inspiring group of women who are making significant impacts in the world while managing the demands of being exceptional mothers.Kristin shares her insights on creating balance in life rather than merely finding it. As a mother of six, an activist, and a public speaker, Kristin talks about her journey, the challenges of threading the needle between personal ambition and family responsibilities, and the importance of intentional living. She emphasizes the necessity of self-care, maintaining personal identity, and fostering a supportive partnership in marriage.Join in on this enlightening conversation where Kristin opens up about her advocacy work, the art of balancing various roles, and how she integrates service into her family life. Hosted on Acast. See acast.com/privacy for more information.

In this episode, Casey sits down with Daniel O’Donnal, Owner of Saela Pest Control, for a deeply human conversation on leadership, identity, and what it means to build something meant to last. From bootstrapping a business from scratch to a nine-figure exit, Daniel reflects on 17 years of grit, partnership, and the belief that real success is measured by the lives you impact, not just the profits you earn.He shares lessons learned from his partners, Andrew and Blaine Richardson, and the moments that nearly broke them; going without paychecks, homes on the line, and the humility of starting over. But the heart of this episode is not the sale; it is the story behind it. Daniel opens up about faith, mentorship, and adoption, and how the calling to expand his family changed everything he thought he knew about love, leadership, and capacity.This conversation explores what happens after the win, how to reframe identity beyond achievement, and why the best leaders make others believe in themselves first. A powerful reflection for entrepreneurs seeking meaning beyond the scoreboard.00:00 | House fire and adoption: when life interrupts01:19 | Why Daniel originally said no to this interview02:35 | The early years of Saela and a 17-year timeline04:22 | Building for legacy, not for sale05:33 | Why they sold: timing, mission, and stewardship07:00 | Choosing the right buyer and honoring employees09:19 | The emotional cost of stepping away10:59 | Identity crisis after the exit13:01 | Casey’s own journey through leaving a company18:06 | Reframing self-worth and learning to slow down20:15 | Daniel’s upbringing in Mexico, Guatemala, and Texas21:17 | Mission to Brazil and meeting Andrew Richardson22:55 | The power of mentorship and certainty28:08 | One phone call that changed Daniel’s life forever32:08 | Leadership through belief: Andrew’s lasting impact35:12 | Parallel paths: Casey and Daniel’s early career struggles37:49 | Business as a spiritual game39:50 | The leadership question that shifts everything42:21 | Excellence, culture, and disproportionate rewards43:55 | Bootstrapping: no outside capital, all-in growth44:46 | Raising four kids while building a business46:40 | Why they adopted: a spiritual nudge and a leap of faith50:22 | Meeting the girls — and becoming a family of eight53:42 | Angie’s selfless act and the reality of adoption55:13 | The hardest year of their family’s life56:39 | Beauty through struggle: what people don’t see57:49 | Casey’s own adoption story and shared lessons Hosted on Acast. See acast.com/privacy for more information.

In this week’s episode, Casey sits down with Ty Williams, a dynamic leader and an old friend who has significantly influenced his journey. This conversation explores the pivotal moments, career transitions, and the principles that have guided Ty through his impressive career.From the early days of door-to-door sales to leading successful teams, Ty shares invaluable insights on leadership, resilience, and the importance of mentoring others. He recounts the challenges of transitioning between industries and companies, emphasizing the role of intuition and the power of making bold moves.Listeners will find inspiration in Ty’s philosophy of “traveling well,” a concept that encapsulates living authentically, contributing positively to every environment, and continuously growing both personally and professionally. Ty’s stories and reflections offer a blueprint for anyone looking to navigate their career and life with purpose and integrity. Hosted on Acast. See acast.com/privacy for more information.

In this episode of Case Studies, Casey sits down with Doug Robinson; entrepreneur, operator, and founder of LGCY Power, for an unfiltered look at what it really means to bet everything on conviction. From a teenage lawn business to leading one of the fastest-growing solar companies in the country, Doug’s story is a masterclass in grit, humility, and relentless alignment.He opens up about the collapse of Atlas, what it’s like to hold the title but not the control, and how those failures forged his philosophy on leadership and ownership. Doug also unpacks his legal battle with Vivint Solar and Blackstone; the confidence it took to keep showing up when the odds were impossible, and how faith and forgiveness became central to his rebuild.This conversation is about more than entrepreneurship. It’s about integrity when things fall apart, rebuilding trust, and finding purpose through pressure. A raw, real playbook for any founder determined to endure the valley and come back sharper.Chapters00:00 | Old Friends, Shared History02:16 | Growing Up in Cache Valley05:22 | Early Leadership Lessons from Sports08:11 | The Lawn Business That Taught Ownership11:48 | How to Manage Up, Down & Sideways16:18 | Embracing Change: From Missions to Management20:19 | JUCO Dreams & The Last Days at Ricks College23:04 | Door-to-Door Beginnings with Atlas25:44 | Production-Based Recruiting: The Sales Secret28:30 | Why Sports & Missions Built Great Leaders30:13 | The Atlas Collapse & Shattered Trust33:29 | Fallout, Finger-Pointing & Feeling Betrayed37:20 | Picking Sides: Apex vs. Pinnacle41:20 | Rebuilding with LGCY After a Broken Partnership44:44 | When Paths Diverge — and Why That’s Okay46:48 | Leading LGCY: Pride, Pain, and the Lawsuit50:11 | Pitching Sunrun With Just Conviction52:15 | Winning Against Blackstone — And No One Cares53:43 | Why We Hold Grudges Too Long58:48 | The Call That Started Reconciliation01:02:49 | The Golf Game That Changed Everything01:04:15 | How Leadership (and Faith) Changes You01:05:27 | Solar in Crisis: $15M Lost, Lessons Gained01:06:56 | How to Survive When the Market Collapses Hosted on Acast. See acast.com/privacy for more information.

In this week’s episode, Casey sits down with Brad Bonham, a renowned Utah entrepreneur. Brad opens up about his journey from humble beginnings to founding Walker Edison and the trials he faced along the way. He shares insights into his business philosophy, the importance of resilience, and the role faith played in his success.Brad discusses his significant achievements, such as scaling Walker Edison to a multi-billion dollar business and navigating it through economic challenges. He highlights pivotal moments like securing key partnerships and the innovative strategies that fueled his company’s growth.Get an intimate look at the man behind one of Utah’s leading businesses as Brad reveals his story of overcoming adversity. This episode is packed with valuable lessons for anyone interested in entrepreneurship and personal growth. Hosted on Acast. See acast.com/privacy for more information.

In this episode, Casey sits down with Chris Crittenden, entrepreneur, educator, and co-founder of Sandbox, for a conversation on courage, innovation, and rethinking what education should be. From selling a startup to Walmart to leading at BYU and now building Sandbox into a movement across multiple universities, Chris shares why closing doors and going deep often leads to the greatest returns.He and Casey explore the flaws of traditional higher education, the trap of chasing prestige, and the power of learning by doing. Chris outlines how Sandbox is equipping students to launch real companies while reshaping themselves in the process. Their discussion dives into resilience, resourcefulness, and why the greatest opportunities often lie off the beaten path.This episode is both a critique of the old system and a vision for a new one, where students learn through building, failure is embraced as part of the process, and desire becomes the ultimate differentiator.What you'll learnHow traditional higher ed’s incentives produce shallow learning—and how changing the “soil” unlocks genuine growth. The launch of the Sandbox Fellowship: a 12-month, accredited master’s built around one job—build a company. The “neobank for universities” model: partnering with New Mexico Highlands University to innovate on top of accredited infrastructure. Why desire beats pedigree for founders, and how door-to-door grit translates into startup success. Chapters00:00 | Welcome & Chris’s background 00:16 | Walmart exit, BYU connection & early influences 06:30 | Resourcefulness as the core Sandbox skill07:14 | Growing up: farm roots, do-it-yourself mindset09:51 | BYU → Consulting: chasing “stamps” vs. depth 10:27 | McKinsey, prestige traps, and closing doors 16:05 | Leaving Duke’s PhD for a startup17:19 | Joining an unsexy company → billion-dollar outcome31:11 | Teaching at BYU: joy vs. the politics of change32:24 | Running the Rollins Center & building inside BYU 33:24 | Sandbox thesis: learn by doing, start real companies 35:58 | Early wins: teams into YC, model effects41:29 | Scaling beyond BYU: UVU story & lucky plane ride 43:02 | Six campuses: BYU, UVU, Utah State, Utah Tech, Boise State, Louisville 43:41 | The “neobank for higher ed” insight 45:27 | Announcing the Sandbox Fellowship (12-month MS, build a company) 46:42 | Why for-profit: hire the best, build the best experience 51:39 | Education as human transformation 53:36 | Sales, rejection, and D2D grit in startups 56:56 | Failure isn’t opposite of success—it’s part of it 59:55 | Fellowship launches today + how to apply 01:01:32 | Who gets in? One word: desire 01:03:46 | Scale: cohort sizes, no equity, partner funds 01:05:20 | Faith, purpose, and building for impact   Hosted on Acast. See acast.com/privacy for more information.

This is a highlight episode featuring the first 30 minutes of our conversation with Kim Clark. To hear the full hour-and-a-half discussion, search for “Kim Clark” on the Case Studies Podcast and listen to the complete episode.This week we sit down with Kim Clark, former Dean of Harvard Business School and President of BYU-Idaho, who has made remarkable contributions to education and business innovation. From his early influences and pivotal moments to his transformative roles, Kim shares his journey of leadership, values, and the power of education.Kim discusses his significant initiatives throughout his career, including the introduction of core values such as respect, integrity, and accountability at Harvard Business School, embedding them into the school's culture. As President of BYU-Idaho, he launched the BYU Pathway program, which has brought educational opportunities to students around the world.Listen as Kim shares his insights on building a culture of continuous improvement, empowering others, and the transformative power of education. Join us for an inspiring conversation that explores the essence of true leadership and the legacy of a life well-lived. Hosted on Acast. See acast.com/privacy for more information.

In this episode, Casey sits down with entrepreneur and investor Matt Mathison to explore how truth, resilience, and purpose define what it really means to thrive. From Wall Street highs to a public collapse, Matt shares how radical transparency, discipline, and faith shaped his comeback and his creation of Allevio, a healthcare platform designed to “empower healing anywhere.”He unpacks the Thrive Playbook — a practical framework of market tailwinds, operational systems, and maniacal cashflow discipline — showing how great leaders and businesses thrive by aligning people, purpose, and profit. Matt’s story reveals that thriving isn’t about avoiding pain, but transforming it into clarity and action.For entrepreneurs and high performers, this episode delivers raw lessons on leadership, marriage, and mindset — from rebuilding after loss to creating daily rhythms that keep priorities straight. Through it all, Matt models how truth and love, in business and life, create the foundation for lasting success.Learn the three pillars of the Thrive Playbook and how to apply them in your company or personal growth journey.Hear the inside story of betting on a billion-dollar Chinese tech company, the short-seller attack that followed, and the courage to tell the truth when everything fell apart.See how Allevio scaled from a single idea to a multi-state platform serving patients and providers with purpose and precision.Take away relationship and marriage principles that anchor success — from forgiveness and radical communication to shared faith and consistency.Chapters00:00 | Welcome & family update02:07 | Joy in every season: choosing optimism04:43 | The book that sparked a leadership framework07:17 | From Wall Street to betting on China08:23 | Muddy Waters short report & total collapse13:31 | Redefining “thriving” through loss and truth19:10 | Removing fear: thriving as forward motion22:45 | Lessons from failure: transparency and trust26:46 | Building leaders at every level29:04 | Hard feedback and preserving relationships32:10 | The call that sparked Allevio34:53 | The Thrive Playbook (market, team, cashflow)37:57 | Mission, vision, and values before scale41:20 | Cash discipline and operational systems44:29 | Consistency compounds: the long game46:53 | Allevio by the numbers48:36 | Vision: “Empower healing anywhere”53:26 | Leadership redefined: get better, help others get better59:05 | Marriage as a partnership through seasons01:03:00 | Forgive and forget: family wisdom01:04:26 | Radical communication at home01:06:52 | Morning runs and connection rituals01:08:07 | Faith as the cornerstone01:11:16 | Closing reflections and gratitude Hosted on Acast. See acast.com/privacy for more information.