Story perspectives

Kevin O’Leary Maps $500,000 Retirement Plan With 5% Return

9/7/2026

Summary

Story summary

Kevin O'Leary says $500,000 can fund U.S. retirement if principal stays untouched.
He proposes a conservative 5% return, generating $25,000 yearly ($2,083 monthly).
He notes the 2026 average Social Security benefit of $2,071 per month lifts total income to about $49,852 annually.
He advises retirees be debt-free, own a paid-off home, and keep expenses modest.
He warns July 2026 inflation was 3.4% year-over-year and Medicare Part B costs $202.90 monthly.

1 of 1

Story summary

Kevin O'Leary says $500,000 can fund U.S. retirement if principal stays untouched.
He proposes a conservative 5% return, generating $25,000 yearly ($2,083 monthly).
He notes the 2026 average Social Security benefit of $2,071 per month lifts total income to about $49,852 annually.
He advises retirees be debt-free, own a paid-off home, and keep expenses modest.
He warns July 2026 inflation was 3.4% year-over-year and Medicare Part B costs $202.90 monthly.