In this episode of the I Am Lakeland podcast, host Don Burns sits down with Kari Pate from PFS Investments to explore the critical role of financial literacy and personal empowerment. Kari shares her journey from Michigan to Lakeland, discussing how her experiences as a single mother and a corporate professional shaped her passion for helping others “take their control back” through clear, actionable financial planning.
The conversation delves into the psychology of money, with Kari explaining that financial stress is often a major factor in personal and health issues. She emphasizes that her goal isn’t just about numbers, but about building relationships and educating clients so they can make informed decisions. Kari details her comprehensive approach to financial health, which includes debt management, retirement planning through tools like Solo 401Ks and Roth IRAs, and protecting future generations.
A unique segment of the episode focuses on Kari’s holistic lifestyle, including her practice of the “Miracle Morning” and Transcendental Meditation. She and Don discuss the importance of staying present and mindful to reduce anxiety about the future. Kari also highlights her commitment to providing free educational workshops, especially for small business owners and young adults, to foster a community of financially savvy residents. 4
