CASE STUDIES

In this episode of Case Studies, Casey sits down with Jeff Mendez, a builder, leader, and operator who led a 5,000-person sales force and helped generate over $2 Billion in commissions. His track record has made him one of the most respected operators in the door-to-door industry.Jeff reflects on his early life in Puerto Rico and the Dominican Republic, sharing how his father’s bold conversion story and a childhood shaped by grit and cultural pride gave him a lasting sense of identity. He walks through his corporate start at Walmart, the discovery that entrepreneurship was his true path, and the moment he chose conviction over comfort. That choice launched an 18-year run at the center of Vivint’s rise.With sharp insight and zero pretense, Jeff breaks down the principles behind his success: operational excellence, relentless value creation, and why energy, not capital, is the true currency of entrepreneurship. This is a conversation for builders, leaders, and anyone ready to stop playing small and start building something real.00:00 | Introduction & Childhood in the Dominican Republic00:31 | Family Conversion Story & Early Influences03:08 | Growing Up in Puerto Rico: Lessons & Culture12:09 | Facing Danger: The Gold Chain Story19:04 | Education & BYU Experience20:08 | Early Career & Walmart MBA27:12 | Learning Operational Excellence32:59 | Entrepreneurial Spirit Awakens36:12 | Atlas Marketing & Early Business Lessons42:32 | Pivotal Decision: Choosing Apex Over Pinnacle50:22 | Struggles & Breakthroughs at Vivint54:12 | Key Lessons on Effort, Value Creation & Growth57:15 | Retirement Reflections & Identity ShiftConnect with Us:📸 Instagram: case.studies.podcast🎥 YouTube: Case Studies with Casey Baugh🌐 Website: www.casestudiespod.com Hosted on Acast. See acast.com/privacy for more information.

This weeks Highlight Episode with Coach Diljeet TaylorThe most powerful leaders don’t just win they lift.They see the one. They believe before belief exists.They don’t just coach for results. They coach for transformation.Diljeet Taylor’s story is one of bold choices, cultural courage, and relentless purpose.From running her way out of expectation…To building one of the most inspiring programs in the country at BYU…She’s shown what it means to live a life of service, built on faith, grit, and heart.If you’ve ever felt torn between who you are and who you're supposed to be…If you've wondered if there's power in your story, even the painful parts…This episode is for you. Hosted on Acast. See acast.com/privacy for more information.

In this episode of Case Studies, Casey dives into one of the most influential books of his life: The Richest Man in Babylon. More than a timeless parable about money, this solo reflection is a breakdown of the seven wealth-building principles that have quietly shaped Casey’s financial journey for over two decades. From learning to pay yourself first and live below your means, to the wisdom of only investing with category experts, Casey shares why these simple yet powerful ideas remain the foundation of his personal and professional growth. He unpacks how early exposure to this book became the blueprint for disciplined wealth creation. Through personal anecdotes, hard-earned lessons, and honest reflections on mistakes and milestones, Casey offers an inspiring framework for anyone seeking financial freedom and personal agency. Whether you’re just starting out or looking to realign with timeless truths, this episode is a compelling reminder that wealth is built not by luck, but by principle. Hosted on Acast. See acast.com/privacy for more information.

Success isn’t just about talent it’s about stewardship.It’s about seeing opportunity, taking action, and being ready when it comes.It’s about learning through failure, giving without expecting, and building something that outlasts you.In this powerful conversation, Corbin Church shares how a teenage snow shack turned into a lifetime of entrepreneurship, mentorship, and purpose-driven leadership.From eight-figure exits to classroom impact, from summer carts to lasting legacy it’s all rooted in faith, humility, and relentless hustle.If you’ve ever asked yourself, “What’s all this for?” this episode will give you an answer worth chasing. Hosted on Acast. See acast.com/privacy for more information.

In this powerful episode of Case Studies, Casey Baugh sits down with serial entrepreneur and mental health advocate Tom Telford. Together they explore how early struggles, grit, and mentorship shaped Tom’s journey from a self-doubting “problem kid” to a visionary operator and investor.Tom opens up about overcoming learning disabilities, finding refuge in athletics, and redefining himself through hard work and self-awareness. He shares how he navigated life-changing failures, the importance of mentorship, and the mindset shifts that helped him build and exit a company serving over 500 institutional clients.Whether you’re battling self-doubt, seeking purpose, or scaling a business, this episode delivers invaluable lessons on resilience, identity, and impact.📌 Chapters00:00 | Introduction & Tom’s Mission00:43 | The Power of Storytelling & Real Influence02:12 | The Cost of Excellence & Feedback05:30 | Why Tom Returned to Operating06:35 | Notes, Wisdom, and Success Clues11:15 | Early Adversity: School & Identity Struggles12:46 | Coping Mechanisms & Sports as an Outlet18:00 | Identity Crisis After Injury19:32 | Faith, Principles & Rebuilding24:38 | Mission Experience & Personal Transformation29:26 | Mentorship & Lasting Impact40:52 | Returning Home & Writing a Life Plan44:46 | Reuniting With Liza & Finding Motivation47:26 | First Jobs & Building Confidence52:23 | Mastering Sales & Moving to Institutional Clients57:00 | Cold Calling at the Kids’ Table & Breaking Through01:03:12 | Scaling to 500+ Clients & Selling the Company01:11:00 | Reflections on Success, Mentorship & GratitudeConnect with Us:📸 Instagram: case.studies.podcast🎥 YouTube: Case Studies with Casey Baugh🌐 Website: www.casestudiespod.com Hosted on Acast. See acast.com/privacy for more information.

In this highlight episode of Case Studies, we revisit powerful moments from Casey’s conversation with Alex Dunn;From getting pushed out of his first startup to leading billion-dollar companies, Alex’s journey is a deep dive into resilience, identity, and authentic leadership. But this episode goes far beyond business strategy, it explores the real emotional and spiritual challenges that come with growth, success, and failure.Alex opens up about imposter syndrome, navigating dark seasons, and the power of doubling down on your strengths. He shares the lessons he’s learned about faith, family, and building with purpose, reminding listeners that true success isn’t about arrival, but about becoming.This highlight episode is packed with wisdom for entrepreneurs, builders, and anyone working to stay grounded while chasing big impact. Hosted on Acast. See acast.com/privacy for more information.

In this episode of Case Studies, Casey sits down with James Clarke - founder of Clearlink and managing partner at Clarke Capital - for an intimate look into the hard-won lessons behind a life of entrepreneurship, stewardship, and service. From his roots as a farm kid in Rexburg, Idaho to helming billion-dollar exits, James opens up about the foundational values instilled in him by family, mentors, and faith. He shares what it really means to lead with “labor and honor,” the ethos he now passes on to his children. Through raw reflections on early failures, pivotal pivots, and defining moments - including a highly publicized company controversy - James offers powerful insights on integrity, resilience, and staying the course. Casey and James explore themes of earned success, navigating public scrutiny, the difference between operators and investors, and why meaningful relationships matter more than ever in business. This is a thoughtful and inspiring episode for anyone building something that matters.Connect with Us:📸 Instagram: case.studies.podcast🎥 YouTube: Case Studies with Casey Baugh🌐 Website: www.casestudiespod.com Hosted on Acast. See acast.com/privacy for more information.

In this highlight episode of Case Studies, we revisit powerful moments from Casey’s conversation with Sam Taggart; top-performing door-to-door salesman, founder of The D2D Experts, and a driving force behind redefining leadership and self-investment in the sales world. From painting curbs as a teenager to becoming the number one rep out of 4,000 at Vivint, Sam’s journey is a masterclass in grit, vision, and personal conviction. But this episode goes far beyond sales techniques—it dives into the deeper questions of fulfillment, identity, and purpose. Sam shares how chasing trophies eventually led to a more meaningful mission: uplifting an industry, building a values-driven community, and teaching others to believe in themselves through action and ownership. Whether he’s talking about investing in coaching, navigating spiritual shifts, or leading with abundance, Sam challenges listeners to trust their intuition, invest in their growth, and lead with heart. These highlights are packed with insight for entrepreneurs, leaders, and anyone chasing excellence while staying grounded in what truly matters. Hosted on Acast. See acast.com/privacy for more information.

In this heartfelt and inspiring episode, Casey Baugh speaks with Emily McCormick, founder of the Policy Project, about how personal adversity and unwavering purpose shaped her journey.Emily opens up about growing up caring for her sick mother, losing her at 19, building and exiting a successful company, and finding her calling in policy and community work. Together they discuss identity, faith, motherhood, leadership, and what it takes to transform hardship into lasting impact.This conversation is a powerful reminder to live authentically, embrace discomfort, and pursue what you’re truly called to do.Chapters:00:00 | Introduction and Friendship00:50 | The Power of Supportive Communities01:49 | Raw and Real Conversations04:02 | What Emily is Doing Today: The Policy Project04:56 | How Childhood Shaped Her Mission06:33 | Living with a Chronically Ill Mother08:45 | Her Father’s Example of Love and Loyalty13:07 | Hardship as a Gift and a Teacher14:33 | The Role of Community in Her Life16:10 | Her Siblings and How They Coped19:16 | The Foundation That Saved Her Family20:10 | College Years and Finding Independence22:43 | Choosing Journalism and Study Abroad25:32 | The Last Moments with Her Mother in France27:17 | Processing Loss and Feeling Alone32:09 | Redefining Herself After Her Mother’s Death34:05 | Identity and Core Beliefs36:34 | Discovering Her Strengths and Values39:08 | Embracing the Role of a Matriarch42:15 | Leadership, Learning, and Following Good44:02 | Authenticity and Vulnerability in Leadership45:26 | Meeting Adam and Building a Life Together46:54 | Graduate School and Expanding Her Perspective49:51 | Entrepreneurship and Shabby Apple52:36 | A Health Crisis That Changed Everything54:46 | Financial Comfort, Identity Shifts, and New Challenges59:43 | From Survival Mode to Answering Her Calling01:00:02 | Restlessness and the Search for Purpose01:03:02 | The Birth of the Policy Project01:05:56 | Why Policy is the Most Scalable Tool for Change01:07:03 | What Emily is Most Grateful For Hosted on Acast. See acast.com/privacy for more information.

In this highlight episode of Case Studies, we revisit key moments from Casey’s conversation with Jeremy Guthrie; a 13-year MLB veteran, World Series pitcher, and mission president, for an unforgettable look at resilience, faith, and what it really means to define success on your own terms.Jeremy traces his path from a high school athlete in Oregon to battling the odds at Stanford and making it to the majors, and how setbacks, including getting shelled in AAA, being booed off the mound in Colorado, and an abrupt end with the Nationals, tested everything he believed about himself.Throughout it all, Jeremy’s story reveals a powerful commitment to intention, gratitude, and grounded faith. From pitching in Game 7 of the World Series to running a sneaker business and mentoring hundreds of missionaries, Jeremy shows why purpose goes far beyond a scoreboard.Listeners will come away inspired by his philosophy: that your value isn’t measured by titles, salaries, or applause, but by doing your best, living deliberately, and refusing to let failures define you. Hosted on Acast. See acast.com/privacy for more information.