CASE STUDIES

In this episode, Casey explores the true power of compounding — how time, trust, and disciplined habits create outcomes far greater than the sum of their parts. He shares how two decades of relationship equity, balance sheet building, and pattern recognition came together in a real estate transaction that turned an empty Class A office into a 12 year cash-flowing asset while unlocking $25M in equity.He reframes compounding beyond money into skills, reputation, and momentum. Drawing on Tony Robbins’ framework of recognizing, utilizing, and creating patterns, Casey shows how consistent daily inputs set the stage for exponential results when opportunity arises.For high performers, he offers a practical system: a morning routine of cold plunge, sauna, prayer, breathwork, and 100 daily burpees, followed by three focusing questions — Who am I, What are my biggest opportunities, and What fires me up. The lesson is clear: small, intentional actions compound into extraordinary advantages over time.Learn how to expand compounding beyond finance into habits, reputation, and opportunity design. See the real estate case study step-by-step: buying a $42M building for $15M, securing a long-term tenant, financing in a brutal office market, and returning 100% of investor principal in nine months. Steal Casey’s daily system (cold plunge, sauna, prayer/meditation, breathwork, 100 burpees, and three focusing questions) to build compounding advantages in your own life. Apply Tony Robbins’ pattern recognition/utilization/creation and Gladwell’s 10,000 hours to accelerate mastery. Chapters00:00 | Why compounding changes everything 00:39 | Einstein’s “eighth wonder” & mental blind spots 01:37 | Buffett’s late-stage wealth and time in market 02:39 | Patterns: recognize, use, then create 03:28 | 10,000 hours = compounding expertise 03:59 | Case study setup: the Vivint building 05:23 | From $42M REIT sale to vacant office 06:12 | Buy at $15M, appraise at $40M with lease 06:50 | One signature, $25M in equity 09:05 | Financing an office deal in a tough market 10:49 | Balance-sheet compounding & closing terms 12:00 | Returning 100% of investor principal in 9 months 13:19 | Tax strategy: cost segregation bonus 14:58 | Daily habits that compound results 16:07 | Priming: gratitude, love, and vivid goals 17:34 | Three questions: Who am I? Opportunities? What fires me up? 20:16 | Viktor Frankl, vision, and a compelling future 22:33 | 100 daily burpees & stacking wins 23:33 | The 1% rule: tiny actions → exponential returns   Hosted on Acast. See acast.com/privacy for more information.

This week we’re diving into the life of Dave Jensen, whose path from a celebrated athlete to a business leader is woven with trials and triumphs. We explore deep into the challenges that shaped him, from the rigorous training fields of his youth to the high-pressure arenas of Wall Street. Dave’s story is a compelling narrative of perseverance, underscored by the influential mentors and the unyielding support of family that guided him through each chapter of his life.In this intimate exploration, listeners will discover the invaluable lessons learned from both victories and setbacks. We discuss how resilience, hard work, and community support are integral to overcoming obstacles and achieving success. Join us as Dave shares his insights on the transformative power of embracing life’s challenges and the unexpected journeys that lead to personal and professional growth. This podcast is not just a recount of achievements but a deeper look at the enduring impact of life’s lessons and the strength found in resilience. Hosted on Acast. See acast.com/privacy for more information.

John Taylor, billionaire-minded entrepreneur and Co-founder of Grit Marketing, went from knocking doors in college to building one of the fastest-growing sales organizations in America. Now, he reveals the leadership habits, mindset shifts, and business principles that shaped his rise—and how you can apply them to your own journey.In this episode, John Taylor shares:The leadership routine that keeps him disciplined and focusedHow Grit Marketing evolved from door-to-door sales into a platform companyThe psychological shift that separates top sales reps from true leadersWhy skipping the “boring” financial skills could cost you millionsHow marriage, family, and faith keep him grounded while scaling businessesThe mindset that turns setbacks into opportunities for growthJohn Taylor’s story is about more than sales—it’s about building belief, leading with humility, and creating success that lasts. Whether you’re an entrepreneur, leader, or rep in the field, his lessons will change the way you think about business, discipline, and life.”00:00 | Opening & why this conversation01:18 | Partnership, boardroom lessons & belief from mentors01:54 | Todd Pedersen’s influence and the evolving Grit team 03:04 | Early valuation, vision, and “bottom of the mountain” mindset04:22 | Roots, family of 11, first door-to-door reps09:08 | BYU finance, pest control, and learning to lead12:21 | Competition, identity, and the power of belief15:32 | From top rep to VP: building organizations that scale16:52 | 2020 uncertainty, honoring deals, and character under pressure18:16 | Essential business, resilience, and keeping promises24:02 | Founding Grit (2020): from sales partner to platform26:59 | Habits & rituals: Sunday planning, cold plunge, breathwork 30:05 | Emily: marriage, values, and building a life that works33:30 | Don’t skip steps: hard skills (finance/accounting) compound35:39 | Sharpe ratio thinking: time, trade-offs, and priorities36:30 | Golf, relationships, and playing the right game41:57 | Purpose, presence, and leading with love43:28 | Modeling authenticity: inspiring people to be better51:46 | Faith, hope, NICU lessons, and “life happening for us” 58:21 | Close: the best is yet to come Hosted on Acast. See acast.com/privacy for more information.

In this deeply engaging episode, we journey through the life of Chad Lewis - whose path from being an overlooked high school athlete to a professional football star embodies the essence of an underdog victory. Chad shares his exhilarating tales of resilience and unexpected success, revealing how moments of inspiration led him from performing a pivotal standing backflip to secure a scholarship to walking on at BYU against all odds. His candid stories extend from heartfelt chats on long hikes to the intense pressures of professional football.Listeners will gain insights into Chad’s personal struggles, the impact of his faith on his career decisions, and the influential people who believed in him when few others did. Alongside his reflections are tales of personal growth and pivotal life decisions that not only shaped his career but also his character. This episode not only celebrates Chad’s athletic prowess but also his profound humanity and the enduring belief that determination and faith can lead to extraordinary outcomes. Hosted on Acast. See acast.com/privacy for more information.

In this episode of Case Studies, Casey sits down once again with Chad Willardson - Founder of Pacific Capital and ELEVATED a coaching mastermind, as well as a best-selling author of five books; for a powerful conversation on wealth, focus, and building a life without compromise.Chad shares how narrowing his focus to serve only ultra high-net worth entrepreneurs transformed his business and his ability to deliver real value. He and Casey dive into the discipline of saying no, the courage required to walk away from the wrong opportunities, and the freedom that comes from aligning your work with your true identity. Chad also opens up about creating ELEVATED, a community where entrepreneurs can grow not only in business but in family and life, challenging the false idea of “balance” by embracing what it means to be Fully Invested.The discussion is rich with lessons on focus, growth without finish lines, and leading with principle over profit. For entrepreneurs and leaders seeking clarity, conviction, and a model of integrated success, this episode offers a masterclass in designing both business and life with intention.00:00 | Welcome back & “Fully Invested” mindset01:41 | Family update: missions, college, adventures03:00 | Amber’s endurance wins: Ironman, Alcatraz, 2902904:17 | Why growth is emotional when you support your spouse07:31 | Bringing business principles home: family vision boards09:33 | Kids’ ambitions: macros, sports, golf, and grit12:05 | Two lanes: Pacific Capital UHNW founders & Elevated13:36 | What Elevated members get weekly 1:1, pods, events14:51 | Pricing & scale goals for Elevated15:13 | Carving out 80% of clients to go ultra-narrow16:13 | Partnering clients, retention, and bold focus17:44 | The sports facility business: ops, margins, expansion20:26 | USA Volleyball opportunity & LA mega-facility21:22 | COVID pivot: tutoring essential workers’ kids to survive22:42 | Content, reach, and building a movement around mindset26:48 | Frameworks: saying no, time truth, one life calendar29:15 | Protecting the calendar: Derby vs. son’s playoff game33:29 | Championship teams: coach strengths, not weaknesses36:13 | Saying no to good for great incl. NBA referrals38:45 | Turning away $120M: culture over revenue40:52 | Scalable mentorship: resources + voice memo workflow44:47 | Two-EA triad: personal vs. business lanes47:15 | Books solve real problems: 6 titles, 10-in-10 plan49:44 | Tony & Dean’s Zenith: proximity, launches, real estate53:23 | Owner vs operator: lessons from Business Mastery53:53 | No retirement: growth without finish lines55:47 | One-year vision: LA facility, 500 Elevated members56:33 | Pacific Capital +$400M AUM; narrow by design57:22 | Book #7 commitment & public goal setting01:00:20 | 10k-person Fully Invested live event plan Hosted on Acast. See acast.com/privacy for more information.

Join us on a remarkable journey with Dr. Astrid Tuminez, President of Utah Valley University, as she shares her incredible life story from humble beginnings in a Philippine rice farming village to leading a university. In this heartfelt episode, Dr. Tuminez delves into her experiences as an immigrant, a scholar, and a leader, highlighting the pivotal moments and the influential people who helped shape her path. From her early education to her academic pursuits at BYU, Harvard, and MIT, and her impressive career across global institutions like Wall Street and Microsoft, Dr. Tuminez's story is a powerful testament to the transformative impact of education and perseverance. Discover how her unique approach to leadership at UVU is fostering an environment of care, accountability, and results, preparing a diverse student body for the challenges of tomorrow.  Hosted on Acast. See acast.com/privacy for more information.

In this episode of Case Studies, Casey is joined by John Jackson; a former gang leader who rose through the ranks of one of the most powerful prison organizations before choosing a path of transformation. From maximum security yards to solitary confinement at Pelican Bay, John shares how trauma, prison politics, and the underground economy shaped his life—and how entrepreneurship helped him rewrite it.He reveals how gangs inside prison operate like corporations, complete with hierarchies, rules, and revenue streams. John breaks down the incentives that drive violence and control, while also exposing the perverse economics of private prisons. His story shows how the same discipline and leadership that once sustained chaos can be redirected toward growth and purpose.From orchestrating survival in solitary to joining an in-prison entrepreneurship program, John and Casey explore the pivotal moments that shifted his trajectory. This conversation offers a rare inside look at resilience, influence, and the possibility of change in even the harshest environments.Chapters00:00 | Welcome & setup00:18 | Why this world feels “foreign”00:42 | John’s origin story begins01:03 | First encounter with law enforcement01:20 | Taking the drug charge at 1701:35 | Four armed robberies & max prison02:21 | Siblings, loss, and isolation03:14 | Environment vs. guardrails05:40 | Probation, parole & stacked obstacles06:20 | Private prisons & perverse incentives08:10 | Cartels as local “employers”09:11 | Crime’s inevitable endgame10:14 | Why he took the fall11:12 | Acceptance as a survival need12:07 | Jail ecosystem: drugs, fights, status13:04 | Race lines and prison structure14:00 | Negotiation skills behind bars16:10 | Cutting off family to “go all in”17:10 | First robbery & the dangerous win18:00 | Dopamine, risk, and escalation19:23 | “I knew I’d thrive in prison”20:13 | The cafeteria incident & mentor21:07 | Sentencing math: stacking charges22:02 | Centinela: max prison near the border23:20 | Why jail can be more volatile24:05 | Joining the largest prison gang26:16 | Gangs as parent companies & franchises26:40 | Smuggling supply chains (incl. dirty cops)28:05 | Earning status: debts & discipline29:06 | Prison entrepreneurship (gambling, alcohol, phones)31:01 | Corporate politics—just higher stakes31:26 | Power, money, and “don’t do politics”33:08 | The written rulebook & paperwork checks33:47 | Who’s excluded—and why35:11 | Internal punishments & order36:20 | 18 years inside: the ladder37:01 | Pelican Bay & four years in the SHU39:20 | Solitary reality vs. myths41:27 | Transfers, levels, and riots42:36 | Use of force: towers & rifles43:06 | The peace treaty & hunger strikes44:09 | “Yard time” myth in solitary44:40 | Breaking point: wanting to go home45:01 | New charges from inside48:23 | Stepping down from leadership49:14 | A lifer’s blessing to leave50:09 | Entrepreneurship program that changed everything51:25 | His future wife: VC to prison reform52:21 | Scaling Defy & big-name allies52:42 | A force of nature walks into Pelican Bay54:10 | She saw potential—before he did Hosted on Acast. See acast.com/privacy for more information.

Listen in on Nick Greer’s inspiring journey, the visionary behind Built Bar, a brand that stands tall with over $100 million in revenue. This episode unravels Nick's early life in Arizona, marked by the trials and tribulations his family faced during financial downturns, and the profound influence of his father's entrepreneurial resilience. Nick opens up about the transformative experiences that shaped his path from a young entrepreneur mowing lawns to the CEO of a thriving company. Through stories of vulnerability, deep human connections, and the art of storytelling, he sheds light on the values that have guided his professional and personal growth. Nick's narrative is not only about achieving business success; it's a deeper exploration of overcoming adversity, the power of innovation, and the relentless pursuit of excellence, all while staying true to one's values and impacting lives positively. Join us to be inspired by the journey of a man who turned challenges into stepping stones, leading with heart and vision. Hosted on Acast. See acast.com/privacy for more information.

David Butler, a thoughtful teacher and author, discusses his transformative journey through faith and spirituality. He shares insights from growing up in Texas and highlights how encounters with world religions have shaped his understanding of a God beyond conventional boundaries. Butler emphasizes that doubt is not the enemy of faith, but rather a path to deeper trust. He reflects on navigating personal loss, the significance of language in spiritual growth, and how curiosity and humility enhance leadership. This conversation invites listeners to embrace complexity and wonder in their faith journeys.

JOIN US AS WE DIVE INTO THE EXTRAORDINARY JOURNEY OF TAYSOM HILL, AN ATHLETE WHOSE PATH FROM A SMALL TOWN IN IDAHO TO THE NFL IS A NARRATIVE OF DETERMINATION, OVERCOMING ADVERSITY, AND ACHIEVING GREATNESS AGAINST THE ODDS. HILL'S STORY IS NOT JUST ABOUT HIS SUCCESS AS A HIGH SCHOOL AND COLLEGE STAR, OR HIS DYNAMIC CAREER IN PROFESSIONAL SPORTS; IT'S A DEEPER LOOK INTO THE CHALLENGES HE FACED, INCLUDING NUMEROUS INJURIES AND THE RELENTLESS PURSUIT OF EXCELLENCE THROUGH EVERY SETBACK.BEYOND HIS ATHLETIC ACHIEVEMENTS, DISCOVER THE ASPECT OF TAYSOM'S LIFE THAT REMAINS LARGELY OUT OF THE SPOTLIGHT: HIS REMARKABLE ACUMEN IN FINANCE AND BUSINESS, DEVELOPED THROUGH A RIGOROUS ACADEMIC JOURNEY AND PRACTICAL EXPERIENCE. THIS EPISODE SHINES A LIGHT ON THE MULTIDIMENSIONAL ASPECTS OF HIS LIFE, SHOWCASING HOW HIS BACKGROUND, FAMILY VALUES, AND EDUCATION HAVE EQUIPPED HIM WITH A UNIQUE SET OF SKILLS, MAKING HIM A TRUE OUTLIER IN THE WORLD OF PROFESSIONAL SPORTS. Hosted on Acast. See acast.com/privacy for more information.