Adam (caller)

Adam, a caller, shares his dilemma about paying off his low-interest mortgage versus keeping funds in conservative investments. He discusses the couple's financial position and the math behind their savings. However, hosts George and Ken highlight the emotional benefits of being mortgage-free, emphasizing peace and flexibility over mere numbers. They challenge Adam's perspective, suggesting that the comfort of financial freedom outweighs a small investment gain. Ultimately, the recommendation leans towards paying off the mortgage for greater peace of mind.