Latest episode
130. Shauna Smith: The Operator Behind Savory’s Billion-Dollar Vision
01:18:00||Season 1, Ep. 130In this episode of Case Studies, Casey sits down with Shauna Smith, co-founder and powerhouse operator behind Savory Fund, for a deeply personal and insightful conversation on resilience, leadership, and building something meaningful from the ground up.Shauna shares her journey from a challenging childhood in the South to becoming a central force in scaling over 50 Kneaders Bakery locations and helping build one of the most respected restaurant investment platforms in the country. Along the way, she opens up about stepping into responsibility at a young age, navigating family adversity, and how those early experiences shaped her grit and perspective.Together, she and Casey explore what it really takes to operate at a high level, from executing vision and building teams to making hard decisions and learning from failure. Shauna also reflects on her role in growing brands like Swig and Mo’ Bettahs, her “no A-hole policy,” and why culture and character matter more than anything in business.This episode is a masterclass for leaders and entrepreneurs on ownership, humility, and the power of doing hard things well.00:00 | Introduction & Reconnecting02:02 | Family Life & Partnership with Andrew08:29 | Visionary vs Operator Roles09:54 | Growing Up in Alabama14:12 | Family Adversity & Moving to Utah20:19 | Forgiveness & Personal Growth24:32 | College Years & Meeting Andrew30:20 | Unexpected Pregnancy Story33:24 | Early Entrepreneurial Journey35:13 | The Call to Build Kneaders39:01 | Learning to Run a Restaurant41:19 | Thriving During the 2008 Crisis47:16 | Scaling to 50+ Locations48:49 | Key Lessons from Franchising52:40 | Investing in Swig & Mo’ Bettahs56:56 | Launching Savory Fund59:06 | Fund Growth & Investment Strategy01:00:30 | Biggest Mistakes & Lessons Learned01:01:57 | The “No A-hole Policy”01:02:54 | Best Deal Ever: Swig01:03:47 | Transitioning Roles & Future Vision
More episodes
View all episodes
129. Corinne Stokoe: Highlight Episode
31:06||Season 1, Ep. 129In this episode of Case Studies, Casey sits down with Corinne Stokoe, founder of Mint Arrow and a trailblazer in the influencer marketing space. Corinne shares her unconventional path from competitive pianist to entrepreneur, revealing how discipline, faith, and adaptability shaped her journey.She dives into the early days of blogging, the evolution of digital marketing, and how she built one of the most successful affiliate-driven businesses in the industry. Casey and Corinne discuss the power of personal connection in a world dominated by AI, the realities of running a personal brand, and the importance of knowing when to pivot.Corinne also opens up about the role of faith in her career, how she integrates business with purpose, and why embracing authenticity has been the key to her success. Whether you’re an entrepreneur, content creator, or simply looking for inspiration, this conversation is packed with valuable insights on resilience, reinvention, and building a lasting impact.129. Lloyd Roberts: The Billion-Dollar Founder Who Cracked the Code to a Fulfilling Life
01:18:13||Season 1, Ep. 129In this episode of Case Studies, Casey sits down with Lloyd Roberts, co-founder of LoanPro and serial entrepreneur who has helped launch more than a dozen companies, including a billion-dollar fintech platform built alongside his brothers in Utah. But Lloyd’s story goes far beyond business success; it is a powerful exploration of urgency, perspective, and what it really means to live a fulfilling life.Born with cystic fibrosis and told early on that his time might be limited, Lloyd developed a mindset that shaped everything from how he approached failure to how he built businesses. He shares the lessons learned from starting 17 companies, bootstrapping their ventures without outside capital, and eventually partnering with a growth equity firm to scale LoanPro into a major fintech platform.The conversation then turns to the insight that changed Lloyd’s life: realizing that financial success alone doesn’t produce fulfillment. Today he teaches a simple but powerful framework built around gratitude, growth, and giving; a formula he now shares through his book, speaking, and retreats. Together, Casey and Lloyd unpack how entrepreneurs can pursue success while building a life of meaning, impact, and intentional living.Learn more about Lloyd’s book:https://gcubedformula.com/book/128. Matt Clayton: Highlight Episode
28:50||Season 1, Ep. 128What if the future of education isn’t bigger—but smaller, more personal, and radically student-driven?In this episode of Case Studies, Casey Baugh sits down with Matt Clayton, founder of Slope School, to explore how traditional schools are being disrupted by a new, human-centered model. From working at Goldman Sachs to studying under Clayton Christensen, Matt shares how autonomy, real-world learning, and community are transforming how kids learn.You’ll hear why Slope School focuses on mastery over credentials, how AI is accelerating student growth, and why building identity is the most important part of education. This episode is packed with insights for parents, educators, and entrepreneurs who care about the next generation.128. Sharon Eubank: Leading Global Relief Efforts From Faith to the United Nations
01:30:50||Season 1, Ep. 128In this episode of Case Studies, Casey sits down with Sharon Eubank, Director of Humanitarian Services for The Church of Jesus Christ of Latter-day Saints and former global advocate at forums like the United Nations and the G20 Interfaith Forum. Sharon shares the unlikely path that led her from a shy girl growing up in Bountiful, Utah to speaking on some of the world’s most influential stages. Through stories of a life shaped by faith, entrepreneurship, public service, and global humanitarian work, Sharon reflects on the mentors, risks, and defining moments that built her leadership philosophy. She discusses lessons from serving a mission in Finland, working in the U.S. Senate, running a small business, and eventually overseeing humanitarian initiatives impacting millions across the globe. Throughout the conversation, Casey and Sharon explore the power of loving people, leading with humility, and building trust across cultures, especially in complex regions like the Middle East. Sharon also shares how real leadership often means stepping into roles you don’t feel fully qualified for and growing into them through service. Sharon’s new book, Doing Small Things with Great Love, is available here:https://www.amazon.com/Doing-Small-Things-Great-Love/dp/1639934286127. Jeremy Andrus: Highlight Episode
40:48||Season 1, Ep. 127In this episode of Case Studies, Casey sits down with Jeremy Andrus, CEO of Traeger Grills, to discuss the hard-earned lessons that shaped his career—from losing everything in a day trading disaster to rebuilding with grit and vision. Jeremy shares the pivotal role of culture in business, the mental shift that helped him embrace failure, and the personal habits that keep him grounded amid challenges. With insights on navigating growth, leading through tough times, and balancing ambition with family, this conversation offers a candid look at the mindset behind long-term success.Discover how Jeremy went from nearly losing everything to building two iconic brands, the key to creating strong company culture, and why embracing challenges is the path to success.127. Dan Hardle: Why He Reinvested Everything Instead of Upgrading His Life
01:37:19||Season 1, Ep. 127In this episode of Case Studies, Casey sits down with Dan Hardle, founder and CEO of Agent Boost Marketing, for a candid conversation about discipline, delayed gratification, and the long game of wealth building.Before the transaction, before the scale, before the family office, there were years of uncertainty. A short sale. Medical debt. Utilities shut off. Three kids at home. And a decision that would define everything that followed. Instead of upgrading his lifestyle as income grew, Dan chose to reinvest. Again and again. While others consumed, he compounded.Dan walks through the psychology behind living lean, the courage it took to walk away from stability, and why betting on himself with no safety net ultimately built a far bigger life. He and Casey unpack the tension between identity and ownership, what changes after selling a company, and how to transition from operator to capital allocator without losing who you are.This episode is a powerful reminder that real wealth is built quietly, patiently, and long before anyone notices.