Description

In this episode of Rewrite the Rules, Jordan sits down with fellow Oklahoman and finance powerhouse Kate Adams, a fully licensed financial advisor in investments and securities, with additional insurance licenses and even a mortgage loan officer background. Translation: she’s the person you want in your corner when you’re ready to stop guessing with money and start building real financial confidence.

Kate shares how she originally planned to become an attorney, but a front-row view of corporate layoffs and the realities of trading time for money shifted everything. What started as an unexpected pivot turned into a decade-long career helping people make, save, and grow their money, minimize taxes strategically, and create wealth in a way that supports the life they actually want.

You’ll hear:

• Why so many people are afraid of investing (and what to do instead)
• How Kate helps clients build wealth and hit major milestones, including “millionaire status”
• The mindset shift that happens when you stop trading time for money and start getting paid on results
• What it’s really like to lead and train a team and why systems matter more than hustle
• How personal development and “getting in the right rooms” impacts business growth
• Kate’s simple, powerful advice for the woman listening who isn’t “there” yet: take the baby step

This is a grounded, empowering conversation about money, mindset, business ownership, and building a future that feels free, one intentional step at a time.

Connect With Kate: https://www.facebook.com/kate.adams.7330