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In this episode of Case Studies, Casey sits down with Jim Herrmann, former BYU football captain, NFL player, entrepreneur, and business development leader at HGGC, for an inspiring conversation about resilience, reinvention, and the relationships that shape a meaningful career.

Jim reflects on his journey from a small-town kid in Wisconsin to winning a national championship at BYU, learning from legendary figures like Lavell Edwards and Jim McMahon, and navigating the highs and lows of a professional football career cut short by injury. He shares how those early lessons in discipline, perseverance, and leadership translated to the business world; from co-founding a pioneering SaaS company in the early days of the internet to building a career connecting people and creating value in private equity.

This episode dives deep into what it means to push through hardship, embrace new opportunities, and own your unique strengths. For entrepreneurs, athletes, and anyone seeking to grow through transition, Jim’s story is a masterclass in resilience, humility, and the power of relationships.

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In this raw and powerful episode, Taz Murray, co-founder of Tru Fru, shares the real story behind building a frozen fruit empire

Success isn’t just about profit it’s about purpose.

It’s about knowing what you’re great at, owning what you’re not, and surrounding yourself with people who make you better.

It’s about taking risks, learning from loss, and building something that actually matters.

Rooted in faith, family, and fierce grit, this episode is a masterclass in entrepreneurship, partnership, and eternal perspective.

If you’ve ever wondered, “Am I building the right thing?” this conversation will help you answer that.

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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 Republic

00:31 | Family Conversion Story & Early Influences

03:08 | Growing Up in Puerto Rico: Lessons & Culture

12:09 | Facing Danger: The Gold Chain Story

19:04 | Education & BYU Experience

20:08 | Early Career & Walmart MBA

27:12 | Learning Operational Excellence

32:59 | Entrepreneurial Spirit Awakens

36:12 | Atlas Marketing & Early Business Lessons

42:32 | Pivotal Decision: Choosing Apex Over Pinnacle

50:22 | Struggles & Breakthroughs at Vivint

54:12 | Key Lessons on Effort, Value Creation & Growth

57:15 | Retirement Reflections & Identity Shift

Connect with Us:

📸 Instagram: case.studies.podcast

🎥 YouTube: Case Studies with Casey Baugh

🌐 Website: www.casestudiespod.com

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This weeks Highlight Episode with Coach Diljeet Taylor

The 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.

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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.

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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.

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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.

• 00:00 | Introduction & Tom’s Mission
• 00:43 | The Power of Storytelling & Real Influence
• 02:12 | The Cost of Excellence & Feedback
• 05:30 | Why Tom Returned to Operating
• 06:35 | Notes, Wisdom, and Success Clues
• 11:15 | Early Adversity: School & Identity Struggles
• 12:46 | Coping Mechanisms & Sports as an Outlet
• 18:00 | Identity Crisis After Injury
• 19:32 | Faith, Principles & Rebuilding
• 24:38 | Mission Experience & Personal Transformation
• 29:26 | Mentorship & Lasting Impact
• 40:52 | Returning Home & Writing a Life Plan
• 44:46 | Reuniting With Liza & Finding Motivation
• 47:26 | First Jobs & Building Confidence
• 52:23 | Mastering Sales & Moving to Institutional Clients
• 57:00 | Cold Calling at the Kids’ Table & Breaking Through
• 01:03:12 | Scaling to 500+ Clients & Selling the Company
• 01:11:00 | Reflections on Success, Mentorship & Gratitude

Connect with Us:

📸 Instagram: case.studies.podcast

🎥 YouTube: Case Studies with Casey Baugh

🌐 Website: www.casestudiespod.com

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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.

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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

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