CASE STUDIES

In 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.

In 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.

In this episode of Case Studies, Casey Baugh sits down with longtime friend and business leader Kenny Cox. From early entrepreneurial failures to two decades of success at Vivint, Kenny shares the lessons that shaped his career. They discuss leadership, delegation, investing, and the impact of faith and family in building a meaningful life.This conversation is packed with insights on resilience, financial growth, and the mindset of top performers.

In this solo episode of Case Studies, Casey goes over what confidence really is and how it's actually built. Speaking directly to young professionals, entrepreneurs, and high performers, he challenges the common obsession with outcomes and comparison, and instead reframes success around process, standards, and controllable inputs. Drawing on lessons from John Wooden and Brian Tracy, Casey explains why confidence is not something you affirm into existence, but something you earn through stacked evidence. Making and keeping commitments, tracking the right metrics, shrinking goals without lowering standards, and celebrating small wins are all part of the formula. He also introduces the idea of emotional fitness, learning to interpret nerves, doubt, and fear as signals of growth rather than signs of weakness. This episode is a masterclass in shifting identity from proving yourself to improving daily, and a reminder that true confidence is built in the quiet, consistent reps long before the spotlight ever turns on.

This week, Casey sits down with Blake Modersitzki and Chris Cooper, co-founders of Pelion Ventures, to explore their journey of building one of Utah’s most impactful venture capital firms. From their humble beginnings to managing over $500 million in their latest fund, Blake and Chris share the lessons, challenges, and triumphs that have shaped their lives and careers.They reflect on the profound influence of mentors, the role of faith and family in guiding their decisions, and the importance of giving back to create a legacy of opportunity. With candor and humor, they dive into the realities of venture investing, navigating tough times, and fostering a culture of resilience and collaboration.Packed with practical insights on leadership, generosity, and staying grounded in success, this episode offers inspiration for entrepreneurs, leaders, and anyone striving to make a meaningful impact. Don’t miss this heartfelt conversation about grit, gratitude, and building something that truly matters.

In this episode of Case Studies, Casey sits down with Lizzy Jensen for a powerful conversation about identity, ambition, and the freedom that comes from letting go of the need to prove yourself. A law school graduate, former school leader, and host of The Lizzy Jensen Show, Lizzy reflects on the subtle ways achievement and approval shaped her early decisions, and what it took to outgrow them. Together, they unpack the defining pivots in her life, from walking away from traditional career paths to stepping down from leadership at the height of momentum. Lizzy shares the discipline behind her decision making process, including the journaling and prayer that guide her clarity, and the deep rooted question that came to her in two different dreams while hiking the Inca trail in Peru: What do you really want? As a mother of five, she speaks candidly about balancing meaningful work with family life, modeling confidence for her daughters, and choosing alignment over applause. She also shares her vision of building a value driven media company designed to amplify stories that strengthen families and leaders. This episode is a thoughtful blueprint for entrepreneurs and high performers ready to trade performance for purpose and build a life that reflects who they truly are.

This week, Casey sits down with Mara Sundwall, a life coach, mentor, and advocate for personal growth who has profoundly impacted the lives of those she works with, including Casey’s own family. Mara’s journey is one of self-discovery, resilience, and an unwavering dedication to helping others uncover their potential and live in alignment with their values.Mara dives into the principles of empathy-driven leadership, the importance of rewriting personal narratives, and how mental health can shape—and be shaped by—the stories we tell ourselves. She shares her insights on overcoming shame, embracing vulnerability, and building meaningful habits that foster personal growth and clarity.With practical tools for navigating life’s challenges and a deeply compassionate approach to self-confrontation, this episode offers inspiration for anyone seeking to better understand themselves and create lasting positive change. Get ready to explore the power of truth, connection, and living with intention in this compelling conversation.

In this episode of Case Studies, Casey sits down with Amy Antonelli, CEO of HumanitarianXP, former Apple executive, and nonprofit trailblazer. From Silicon Valley to rural India, Amy’s unconventional path is shaped by faith, grit, and a calling to build something greater than herself. Today, her organization sends over 8,000 teens a year across the globe to serve, disconnect, and discover who they really are.Amy unpacks the miracle-filled story behind HXP’s growth and its deeper mission: helping young people chase purpose instead of performance. Through hard labor, spiritual grounding, and intentional leadership, teens return from these trips transformed—and often redirected toward a more meaningful life.She and Casey explore what it takes to lead with both excellence and empathy, run a nonprofit like a business, and stay spiritually aligned while scaling global impact. Amy’s journey is a powerful case study in living on mission and building organizations where faith fuels execution.In this EpisodeThe unique “builder” model that transforms both youth and communitiesAmy’s leadership lessons from Steve Jobs and Silicon ValleyThe miracle-filled story of faith, impact, and intentionalityHow young leaders, digital detox, and raw service unlock personal purposeChapters00:00 | Meet Amy Antonelli01:33 | Faith, Purpose, and Customized Curriculums05:13 | What is HXP? Mission, Model & Impact08:42 | The Origin Story: One Teen, One Trip12:00 | Exponential Growth and Divine Timing15:36 | High-Standard Volunteers & Life-Changing Leadership20:18 | Alumni Trip Leaders and Generational Impact23:35 | Running a Nonprofit Like a Business25:30 | Purpose-Driven Culture and Morning Rituals27:59 | Excellence, Expectations, and the “Vibe Check”31:08 | Iron Sharpens Iron: The Power of Peer Leadership34:27 | Harvard, Faith, and the Power of Diversity37:36 | Amy’s Early Life and Family Influence43:00 | Defining Moments: From Engagement to a New Path48:05 | Silicon Valley, Apple, and Meeting Steve Jobs55:09 | Leadership Mistakes and Growing in Love & Standards59:59 | Walking Away from Tech to Find True Purpose01:03:37 | India, Leprosy Colonies & Discovering Plan C01:10:23 | Founding Rising Star Outreach

This week, Casey sits down with Ted Broman, a serial entrepreneur, philanthropist, and a deeply driven leader whose life story is equal parts resilience and inspiration. From his unconventional upbringing in Salt Lake City to building multiple successful businesses, Ted’s journey is a testament to the power of grit, resourcefulness, and an unwavering commitment to growth.Ted reflects on pivotal moments that shaped his path, including navigating family challenges, turning a small healthcare software company into a multi-million-dollar enterprise, and stewarding businesses with a mission to positively impact lives. He shares his philosophy on discipline, love, and accountability in leadership, as well as how faith and spirituality have guided his decisions and created a deeper sense of purpose.With lessons on leadership, the human side of business, and finding abundance in adversity, this episode is packed with wisdom for aspiring entrepreneurs and leaders alike.