Dream Retirement in Mexico

Dream Retirement in Mexico

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Dream of retiring to Mexico? Then you’ll want to listen in! We share lots of awesome inside information about what you need to do in order to create that dream retirement life in Mexico. Whether it’s the sandy beaches of Puerto Vallarta, the magnificent colonial feel of San Miguel de Allende, lakeside in Lake Chapala, or the urban beat of Mexico City, we got you covered.

dreamretirementinmexico


    • May 30, 2025 LATEST EPISODE
    • weekly NEW EPISODES
    • 33m AVG DURATION
    • 84 EPISODES


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    Latest episodes from Dream Retirement in Mexico

    Investing in EVA: Unlocking Retirement and Rental Opportunities in Puerto Vallarta's Romantic Zone

    Play Episode Listen Later May 30, 2025 9:54


    In this episode, Taniel draws on his nearly two decades of experience helping Americans and Canadians find their dream homes in Puerto Vallarta. He dives deep into the opportunities and challenges of investing in real estate in Puerto Vallarta's iconic Romantic Zone, with a special focus on EVA—a new, luxurious residential development that's capturing attention for its strategic location, smart design, and strong rental potential. Whether you're planning for retirement, looking to diversify your investment portfolio, or dreaming of a vacation home by the beach, this episode unpacks why the Romantic Zone is the city's top neighborhood for both lifestyle and returns.  Taniel shares valuable insights on maximizing investment success, avoiding common pitfalls, and making your move with confidence. If you're ready to explore living by design—not by default—this episode is packed with practical advice and insider tips to help you take your next step toward a life (and investment) in paradise. Don't miss out on a free webinar, where experts cover everything you need to know about relocating to Mexico—from the best places to live to essential healthcare information for expats. Register at dreamretirementinmexico.com/webinar.   Want to own a home in Mexico? Start your journey with confidence – download your FREE Taniel Chemsian Properties Buyer's Guide now for expert tips and clear steps to make it happen! Click here -  https://tanielchemsian.com/buyers-guide/   Contact Information: Email: info@tanielchemsian.com Website: www.tanielchemsian.com Mex Office: +52.322.688.7435 USA/CAN Office: +1.323.798.8893

    Escape Winter: How to Retire in Sunny Puerto Vallarta, Mexico

    Play Episode Listen Later May 23, 2025 9:20


    Are you tired of shoveling snow, scraping ice off your windshield, and enduring endless cold winters? In this episode, host Taniel Chemsian invites you to imagine trading those long, frigid months for sun-drenched beaches and vibrant culture in Puerto Vallarta, Mexico.  Drawing on nearly two decades of expertise, Taniel walks you through everything you need to know to make your move south of the border with confidence. From choosing the perfect neighborhood to understanding residency and property ownership, Taniel breaks down the biggest questions and lays out a clear, step-by-step roadmap for turning your retirement dreams into reality. Whether you're just starting your research or ready to pack your bags, this episode has insider tips and resources to help you create the best chapter of your life—under the Mexican sun. Don't miss out on a free webinar, where experts cover everything you need to know about relocating to Mexico—from the best places to live to essential healthcare information for expats. Register at dreamretirementinmexico.com/webinar.   Want to own a home in Mexico? Start your journey with confidence – download your FREE Taniel Chemsian Properties Buyer's Guide now for expert tips and clear steps to make it happen! Click here -  https://tanielchemsian.com/buyers-guide/   Contact Information: Email: info@tanielchemsian.com Website: www.tanielchemsian.com Mex Office: +52.322.688.7435 USA/CAN Office: +1.323.798.8893

    Discovering Cabo: Retirement, Real Estate, and Lifestyle Tips for Moving to Baja California

    Play Episode Listen Later May 16, 2025 61:54


    In this episode of "Retirement in Mexico - Live by Design with Taniel Chemsian," host Taniel Chemsian connects with guest Victoria Antoszkiewicz, a seasoned real estate expert who shares her inspiring story of moving from Poland to Mexico, first settling in Puerto Vallarta and then making Cabo her home for the past ten years. Victoria offers listeners an inside look at what life is really like in Los Cabos, highlighting the contrasts between Cabo San Lucas and San Jose del Cabo, the region's booming real estate market, and why the area continues to attract retirees from around the globe. Throughout their conversation, Taniel and Victoria discuss the cultural richness, sense of community, and abundance of outdoor activities that make Cabo such an appealing place to live. Victoria provides valuable advice on navigating property purchases in Mexico and explains what potential buyers should know before making the leap. This episode is a must-listen for anyone considering a retirement or second home in Mexico. Packed with real-life experiences, expert tips, and practical guidance, it's designed to help listeners envision—and create—their own vibrant future in paradise. Key moments: 10:23 Experiencing Cabo's Pristine Beaches 11:47 San Jose Del Cabo Attractions 19:48 Diverse Real Estate Investment Options 22:45 Los Cabos Real Estate Options 26:48 Puerto Vallarta Real Estate Boom 35:43 Los Cabos Real Estate Market Shift 40:55 Rental Property Tax Benefits Explained 46:42 "Planning Lifestyle in New Locale" 50:15 "Cabo Living: Affordable Yet Costly Utilities" 53:08 Consider Todos Santos Living 58:58 Lifestyle and Budget in Real Estate Don't miss out on a free webinar, where experts cover everything you need to know about relocating to Mexico—from the best places to live to essential healthcare information for expats. Register at dreamretirementinmexico.com/webinar.   Want to own a home in Mexico? Start your journey with confidence – download your FREE Taniel Chemsian Properties Buyer's Guide now for expert tips and clear steps to make it happen! Click here -  https://tanielchemsian.com/buyers-guide/   Contact Information: Email: info@tanielchemsian.com Website: www.tanielchemsian.com Mex Office: +52.322.688.7435 USA/CAN Office: +1.323.798.8893 About the guest :  Victoria Antoszkiewicz's journey with Mexico began two decades ago when business first brought her to its sunlit shores. With an international background in luxury hotels, Victoria had already worked in prestigious properties around the globe before setting her sights on Mexico. After managing restaurant operations and spending significant time in Puerto Vallarta, she eventually made her home in Vianta, immersing herself in a variety of professional ventures. Ten years ago, she moved to Cabo, where she has found both personal happiness and a new professional calling as a realtor. Today, Victoria enjoys every moment of her life in Mexico, using her wealth of hospitality and real estate experience to help others discover and settle into their own Mexican dream. How to connect Victoria :  https://caboluxuryliving.com/blog/ https://www.facebook.com/victoriaantoszkiewicz https://www.linkedin.com/in/victoriaantoszkiewicz/

    Discover Puerto Vallarta's Romantic Zone: The Crown Jewel for Retiring in Mexico

    Play Episode Listen Later May 9, 2025 9:30


    If you've ever dreamed of trading in traffic jams and snowy mornings for ocean views and vibrant local culture, this episode is for you. Host Taniel Chemsian, a real estate expert with over eighteen years of experience helping retirees find their perfect home in Mexico, takes us deep into Puerto Vallarta's famed Romantic Zone—an area he calls the crown jewel of the city. Taniel doesn't just talk real estate; he paints a picture of the lifestyle awaiting you in this enchanting neighborhood, where cobblestone streets, stunning bay views, and a seamless blend of tradition and modern comforts set the stage for your new adventure. He dives into why so many people who once postponed their dreams are now thriving in the Romantic Zone, and offers practical steps on how you can join them. Whether you're curious about investment opportunities, concerned about the transition, or just eager to reimagine your daily life in sunnier surroundings, this episode is packed with insights, inspiring stories, and expert advice to help you confidently make your move to Mexico. Get ready to learn how you can design the retirement you've always wanted—starting today! Don't miss out on a free webinar, where experts cover everything you need to know about relocating to Mexico—from the best places to live to essential healthcare information for expats. Register at dreamretirementinmexico.com/webinar.   Want to own a home in Mexico? Start your journey with confidence – download your FREE Taniel Chemsian Properties Buyer's Guide now for expert tips and clear steps to make it happen! Click here -  https://tanielchemsian.com/buyers-guide/   Contact Information: Email: info@tanielchemsian.com Website: www.tanielchemsian.com Mex Office: +52.322.688.7435 USA/CAN Office: +1.323.798.8893

    Making Cabo Home: Real Estate, Cost of Living, and Retirement in Mexico with Glen and Tracey Muir

    Play Episode Listen Later May 2, 2025 55:37


     In this episode, Taniel sits down with globetrotters Glen and Tracey Muir, who share the captivating journey that led them from South Africa to Canada, then the U.S., and ultimately to their forever home in Cabo San Lucas, Mexico. Discover how similarities between African and Mexican culture made their transition seamless, and why they believe moving to Mexico was the best decision they ever made. Glen and Tracey open up about their experiences navigating real estate as expats, including practical insights on property costs, closing processes, and what you can expect for your money in Cabo. From the unique lifestyle, stunning scenery, and vibrant community, to the tangible benefits of health care, affordable living, and year-round sunshine, this episode is packed with first-hand advice for anyone considering retiring by the beach. Plus, the Muirs share what makes Cabo so attractive to Americans and Canadians, and why the region's growing buyer's market could be the opportunity you've been waiting for. Tune in for invaluable tips, relatable stories, and a closer look at how to live your best retirement life under the Mexican sun! Key Moments:  05:31 Following Our Passion for Real Estate 08:46 Cabo Real Estate Stability 10:09 Affordable Mexican Property Taxes 15:19 Mexico's Property Market Boom 17:22 Safe Real Estate Financing Options 20:14 "Building a Home in Mexico" 24:03 Property Insights: Size and Cost Considerations 27:45 "Importance of Realtor Credentials" 31:19 Post-Move Support in Non-English Countries 33:56 Importance of Agent Communication 36:01 Kuvira: Popular Expat Neighborhood Highlights 41:36 Cabo's Cost of Living Comparison 42:26 Cost and Quality of Living 48:08 Explaining Property Closing Costs 49:24 "Choose Reputable Real Estate Agents" Contact Glen and Tracey Muir: themuirs@sellingsur.com Don't miss out on a free webinar, where experts cover everything you need to know about relocating to Mexico—from the best places to live to essential healthcare information for expats. Register at dreamretirementinmexico.com/webinar.   Want to own a home in Mexico? Start your journey with confidence – download your FREE Taniel Chemsian Properties Buyer's Guide now for expert tips and clear steps to make it happen! Click here -  https://tanielchemsian.com/buyers-guide/   Contact Information: Email: info@tanielchemsian.com Website: www.tanielchemsian.com Mex Office: +52.322.688.7435 USA/CAN Office: +1.323.798.8893

    From Research to Reality: Moving to Mexico with Confidence and Heart

    Play Episode Listen Later Apr 25, 2025 45:41


    In this episode, Taniel sits down with Peter and Sharon Cooper, a dynamic couple preparing to leave their life in Asheville, North Carolina, and embark on a brand new chapter in San Miguel de Allende, Mexico. After over a decade of research and travels—from Panama to Portugal, Singapore to Spain—the Coopers share why Mexico won their hearts and how they're navigating the exciting (and sometimes overwhelming) international relocation process. Tune in as Peter and Sharon open up about what drew them to Mexico's warm culture, how they're preparing for the move, adjusting to a new lifestyle, and their candid thoughts on overcoming fears, handling paperwork, choosing between furnished and unfurnished rentals, and saying goodbye to the grind.  Whether you're curious about the day-to-day realities of retiring abroad, or just want to soak up some inspiration for designing your own best life, this episode is packed with invaluable first-hand insights, practical tips, and a healthy dose of optimism for anyone dreaming of a fresh start south of the border. Let's dive in to hear Peter and Sharon's story—their fears, discoveries, excitement, and how they're creating the retirement they truly want in Mexico. Key Moments:   04:37 Balancing Expat Life and Integration 08:21 "Research Leads to Mexico Move" 11:58 San Miguel Living Insights 15:40 "Concern for Changing U.S. Image" 19:01 "Deciding on a Mexico Move" 19:59 Starting Fresh: No Furniture Needed 24:41 Residency Process Changes 27:04 Adventurous and Unconstrained Living 31:12 "Exploring Mexico Beyond San Miguel" 35:14 Retiring to Mexico for Affordability 38:12 "Patience in Relocation Process" 40:43 "Setting Criteria for Life Choices" Don't miss out on a free webinar, where experts cover everything you need to know about relocating to Mexico—from the best places to live to essential healthcare information for expats. Register at dreamretirementinmexico.com/webinar.   Want to own a home in Mexico? Start your journey with confidence – download your FREE Taniel Chemsian Properties Buyer's Guide now for expert tips and clear steps to make it happen! Click here -  https://tanielchemsian.com/buyers-guide/   Contact Information: Email: info@tanielchemsian.com Website: www.tanielchemsian.com Mex Office: +52.322.688.7435 USA/CAN Office: +1.323.798.8893

    Making the Move: Retiring and Investing Wisely in Puerto Vallarta's Property Market

    Play Episode Listen Later Apr 18, 2025 10:32


    In this episode, Taniel guides you through everything you need to know about investing in Puerto Vallarta, one of Mexico's most sought-after coastal destinations for retirees and investors alike. Whether you're a baby boomer dreaming of a carefree retirement or a Gen X investor looking to diversify your portfolio, this episode is packed with practical tips, reassuring advice, and insider knowledge to help you make the best decision for your future. Taniel breaks down the sometimes overwhelming process of buying property in Mexico into a clear, three-step plan—from discovery calls that clarify your dreams all the way through to seamless closings with legal support. He also showcases Puerto Vallarta's unique appeal: strong property appreciation, affordable luxury, and a flourishing rental market, with spotlight segments on high-performing neighborhoods like the Romantic Zone, Marina Vallarta, Conchas Chinas, and Nuevo Vallarta. Tune in to learn how to turn the dream of a sun-soaked, worry-free retirement into reality—with expert help every step of the way. Plus, find out how to access a free buyer's guide and schedule your complimentary discovery call to start your journey toward the best chapter of your life. Don't miss out on a free webinar, where experts cover everything you need to know about relocating to Mexico—from the best places to live to essential healthcare information for expats. Register at dreamretirementinmexico.com/webinar.   Want to own a home in Mexico? Start your journey with confidence – download your FREE Taniel Chemsian Properties Buyer's Guide now for expert tips and clear steps to make it happen! Click here -  https://tanielchemsian.com/buyers-guide/   Contact Information: Email: info@tanielchemsian.com Website: www.tanielchemsian.com Mex Office: +52.322.688.7435

    Exploring Mazatlan: Dream Retirement Spot on Mexico's West Coast with Ana Sofia Rodriguez

    Play Episode Listen Later Apr 11, 2025 43:07


    In this episode, Taniel gets into the enchanting world of Mazatlan, guided by the expertise of local real estate agent Ana Sofia Rodriguez. This episode is not to be missed for those intrigued by the idea of retiring in Mazatlan or simply curious about what this vibrant coastal city offers. Ana recounts her transition from working in administration to becoming a real estate powerhouse in Mazatlan. She provides listeners with an insider's perspective on the city's booming real estate market, focusing on popular areas such as the Historic Downtown and the dynamic Malecon. Listeners will gain insights into the unique cultural atmosphere of Mazatlan, its famed events including the lively Carnaval, and the lifestyle enjoyed by both locals and expats. Whether you're thinking about renting, buying a vacation home, or seeking to immerse yourself in Mazatlan's rich cultural tapestry, Ana offers invaluable advice on real estate options and lifestyle considerations. Discover the fantastic local amenities, from fresh produce markets and diverse dining experiences to excellent healthcare services and vibrant community activities that make Mazatlan a sought-after retirement haven. Join Taniel and Ana as they reveal why Mazatlan is more than just a stunning coastal city, but a place where many find their dream retirement fulfilled. Tune in to understand why Mazatlan could be the perfect destination for your next adventure in retirement!   Key Moments:    03:48 Mazatlan Real Estate Boom 08:21 "February Carnival & Concerts" 12:33 Downtown and Surrounding Lifestyle Zones 13:39 "Downtown Development Challenges" 21:30 Mazatlan: Safe Tourist Zone 23:53 Nightly Plaza Festivities 31:25 Utility Costs Breakdown Inquiry 38:59 Overcoming Fear and Seeking Truth   About the guest :    Ana Sofia Rodriguez is a prominent real estate entrepreneur based in Mazatlán, known for her pivotal role in capitalizing on the city's burgeoning property market. Over the past decade, Ana has been at the forefront of a real estate boom that began in the Malecon area of Sono Dorada. The establishment of the Baluarte Bridge, which improved accessibility, led to a surge of tourists flocking to Mazatlán, prompting an increase in demand for accommodations.  Hotels alone could not meet the demand, which initiated a wave of new developments, particularly vacation rentals. Ana Sofia quickly recognized this opportunity, investing in and developing numerous properties that catered to both buyers and vacationers.  Her strategic foresight and commitment have made her a key player in sustaining the unstoppable growth of Mazatlán's real estate sector.   How to contact Ana Sofia Rodriguez :    Email: gallas.rincon.inmobiliario@gmail.com Instagram: https://www.instagram.com/gallas.mx/ Facebook: https://www.facebook.com/gallas.mx TikTok: Gallas.mx   Don't miss out on a free webinar, where experts cover everything you need to know about relocating to Mexico—from the best places to live to essential healthcare information for expats. Register at dreamretirementinmexico.com/webinar.   Want to own a home in Mexico? Start your journey with confidence – download your FREE Taniel Chemsian Properties Buyer's Guide now for expert tips and clear steps to make it happen! Click here -  https://tanielchemsian.com/buyers-guide/   Contact Information: Email: info@tanielchemsian.com Website: www.tanielchemsian.com Mex Office: +52.322.688.7435 USA/CAN Office: +1.323.798.8893

    From Chicago to Mazatlan: Redefining Retirement in Mexico with Peter and Susan

    Play Episode Listen Later Apr 4, 2025 44:43


    In this episode, we dive into the journey of Peter Lock and Susan Naber as they transition from the bustling city life of Chicago and later Florida, to the charming coastal cities of Puerto Vallarta and Mazatlan in Mexico.  With over a decade of contemplating a move abroad, Peter and Susan share their insightful and relatable experiences of relocating to Mexico, driven by the allure of lower healthcare costs, warmer climate, and a vibrant culture.  From meticulously planning their move to navigating the local communities and embracing the rich lifestyle Mexico offers, their story is both an eye-opener and a guiding light for anyone considering a similar leap.  Join us as we explore the challenges, joys, and endless possibilities of living life by design in beautiful Mexico. Tune in for firsthand advice, practical tips, and inspiring tales of expatriate life. Key Moments:  05:36 Colonial Lifestyle: Campeche's Appeal 07:52 Rethinking Retirement Plan 11:09 "Navigating Facebook Rental Success" 20:27 Minor Adjustments in New Routines 24:00 Grateful for Beautiful Surroundings 28:19 Exploring Rental Options Online 39:44 "Research Before Relocating" 42:46 Avoid Regret, Embrace Support 43:58 "Start Your Mexican Retirement Journey" Don't miss out on a free webinar, where experts cover everything you need to know about relocating to Mexico—from the best places to live to essential healthcare information for expats. Register at dreamretirementinmexico.com/webinar.

    Seeking Adventure and Artful Living: Susan and Alice's Journey to Puerto Vallarta

    Play Episode Listen Later Mar 28, 2025 28:26


    In this episode, Taniel Chemsian sits with Susan and Alice, a couple from Vermont embarking on the adventure of a lifetime—leaving the U.S. to create a new home in Mexico. After 30 years of dreaming about a different kind of lifestyle, they're ready to embrace the vibrant culture of Mexico and say goodbye to their Vermont roots.  Dive into their story as they share what drew them to Mexico, the spontaneous moments that guided their decision, and how they plan to nurture new friendships and a vibrant social life in their adopted country. If you're considering a major life change or are curious about what it takes to relocate to Mexico, this episode is filled with insights, heartfelt advice, and inspiring visions. Join us and discover how Susan and Alice are choosing to run towards a life full of possibility and excitement across the border. Key Moments:  04:53 "Musician's Journey and Lifelong Learning" 08:51 "Vacation Decompression and Well-Being" 10:39 Balancing Moves and Relationships 13:31 Considering Permanent Move to Vallarta? 18:43 Affordable International Medical Care Plan 20:45 "Relocation: Seeking Better Living Abroad" 25:49 "Follow Your Heart and Gut" 26:39 Pursue Dreams, Avoid Regret Don't miss out on a free webinar, where experts cover everything you need to know about relocating to Mexico—from the best places to live to essential healthcare information for expats. Register at dreamretirementinmexico.com/webinar.

    From Concerns to Comfort: Retirement Adventure in Puerto Vallarta, Mexico, with Gillian & Pierre

    Play Episode Listen Later Mar 21, 2025 39:41


    In this episode, host Taniel Chemsian sits with Gillian Parrillo and Pierre Cutler, a couple who boldly moved from Northern California to the sunlit shores of Puerto Vallarta, Mexico. Having explored options in Spain and Portugal, they eventually settled on Mexico, drawn by its proximity to the U.S. and family ties.   Throughout the episode, Gillian & Pierre share insightful anecdotes about their journey and newfound life. From navigating Mexican banking and understanding condominium living, to embracing a vibrant new community filled with philanthropic events and rich culinary experiences, their story is sure to resonate with anyone considering an international retirement.   With experiences of cultural immersion, real estate adventures, and embracing the laid-back lifestyle, this couple's experiences offer invaluable tips and a fresh perspective on making a life-altering move abroad. So sit back and join us as Gillian & Pierre reveal the secrets and joys of retiring in Mexico, where every day starts with ocean views and ends with the promise of new beginnings.   Key Moments:  04:41 Embracing a New Home 07:19 Considering Building Purchase Options 11:02 Embrace Flexibility and Open-Mindedness 13:52 "Car Plate Rules for Residents" 19:22 Settling In and Renovating 22:35 Helpful Information on Facebook 24:29 Immigration Document Challenges 28:58 Global Upbringing Emphasis 32:26 Affordable High-Speed Internet Success 35:47 Escaping Negative News Blues 36:12 Gradual Lifestyle Transition Don't miss out on a free webinar, where experts cover everything you need to know about relocating to Mexico—from the best places to live to essential healthcare information for expats. Register at dreamretirementinmexico.com/webinar.

    Where to live in PUERTO VALLARTA: Top Neighborhoods for Your Retirement in Mexico

    Play Episode Listen Later Mar 14, 2025 11:02


    In this episode, Taniel explores the enchanting city of Puerto Vallarta, where he relocated over 21 years ago and has since helped numerous foreigners find their dream homes. If you dream of retiring under the warm Mexican sun with ocean views and a vibrant lifestyle, you're in the right place.  Taniel takes you on a journey through some of Puerto Vallarta's most sought-after neighborhoods—from the convenience of the Hotel Zone to the authenticity of Versailles. Whether you're seeking dynamic cultural experiences or tranquil living, this episode will guide you in matching a neighborhood to your lifestyle.  Join the episode and explore the possibilities that await you in this tropical paradise. Tune in to transform your retirement dreams into reality. Let's dive in! Don't miss out on a free webinar, where experts cover everything you need to know about relocating to Mexico—from the best places to live to essential healthcare information for expats. Register at dreamretirementinmexico.com/webinar. Key Moments:  00:30 Puerto Vallarta Dream Home Guide 05:54 Puerto Vallarta's Captivating Property Market 08:57 "Discover Your Paradise: Puerto Vallarta"

    Understanding Mexican Culture: Key Considerations for Future Expats

    Play Episode Listen Later Mar 7, 2025 55:55


    In this podcast, host Taniel Chemsian sits down with relocation expert Kerry Loeb to explore the ins and outs of retiring in Mexico, specifically focusing on San Miguel de Allende. Kerry shares his personal journey of moving to San Miguel eight years ago and how it evolved into a passion for helping others make the transition. Together, they discuss the vibrant culture, stunning natural beauty, and cost-effective lifestyle that Mexico offers.    The episode covers essential considerations for those looking to relocate, including cultural adaptation, housing tips, and health care infrastructure. Listeners will gain valuable insights into the demographic trends of expats moving to Mexico, the benefits of learning Spanish, and the importance of aligning lifestyle preferences with the location.  Whether you're seriously considering a move south of the border or just dreaming about your future, this episode provides an informed and inspiring guide to starting a new chapter of your life in Mexico.  Don't miss out on this comprehensive discussion that might just convince you to take the leap into the sunny and welcoming embrace of Mexican living.   Key Moments:  03:41 "Community Aid and Golf Volunteering" 08:38 Assessing Familiarity with Mexico 11:06 Passionate About Mexico Caution 13:30 Mexican Coastline Living Insights 17:50 San Miguel Winter Indoor Climate 20:27 Mexico Safety: Misunderstood Perceptions 24:47 Affordable Housing in San Miguel 28:01 "Finding the Perfect Living Balance" 31:46 Healthcare Overview: Private Hospitals Insight 34:10 Embrace Spanish to Understand Culture 38:44 "City Development vs. Lifestyle Factors" 39:19 Living Choices in Mexico 43:21 Celebrating Life Embraced by Culture 47:19 Expat Relocation: Six-Month Cycle About the guest :  Kerry Loeb is a compassionate and proactive individual who has dedicated significant efforts to supporting migrants journeying through Central America. Recognizing the challenges these individuals face, Kerry spearheaded a project focused on providing essential food and clothing to thousands of people traveling through San Miguel on their way to the United States.  In addition to his humanitarian efforts, Kerry is an avid golf enthusiast and volunteered as a marshal at a picturesque golf course in San Miguel for several years. His love for the region extends beyond sports; with an innate passion for the vibrant culture and community of San Miguel, Kerry eagerly assists others in visiting or relocating there, driven by a naturally enthusiastic and sharing nature.  Kerry Loeb's life is defined by his altruism, love for community, and zest for life, making a positive impact wherever he goes. How to connect Kerry :  Website: https://www.expatpathwaymexico.com/ Facebook Group : https://www.facebook.com/groups/166819317257051

    Design Your Dream Life: Retirement in Puerto Vallarta Explained

    Play Episode Listen Later Feb 28, 2025 6:29


    Welcome to Episode 70 of "Retirement in Mexico - Live by Design with Taniel Chemsian." In this episode, host Taniel Chemsian shares his transformative journey to making Puerto Vallarta his home. Designed for those contemplating a bold move for retirement, this episode serves as a guide to discovering the exciting possibilities life in Mexico offers. Taniel delves into what makes Puerto Vallarta a magical destination—from its stunning natural beauty and welcoming community to its affordable lifestyle and vibrant culinary scene. Through his personal story, listeners are invited to explore how living in this captivating city can lead to a life filled with adventure, connection, and tranquility. Whether you are just dreaming or ready to take the next step, Taniel encourages you to envision the life you truly deserve. Tune in and find inspiration for your next chapter under the Mexican sun! Don't miss out on a free webinar, where experts cover everything you need to know about relocating to Mexico—from the best places to live to essential healthcare information for expats. Register at dreamretirementinmexico.com/webinar.   Key Moments:  01:32 Escape to Puerto Vallarta's Paradise 04:12 "Affordable Living in Puerto Vallarta" 06:15 "Intentionally Live Your Best Life"

    Discover Retirement Bliss: Financial Freedom and Active Living in Puerto Vallarta

    Play Episode Listen Later Feb 21, 2025 8:42


    In this episode, the host Taniel Chemsian gets into the exciting possibilities of retiring in the captivating locale of Puerto Vallarta, Mexico. Listeners are invited to imagine mornings greeted by the calming sound of ocean waves and the breathtaking sight of sunrise over Banderas Bay. Taniel Chemsian shares compelling reasons why Puerto Vallarta is an ideal destination for retirees seeking an active, affordable, and fulfilling lifestyle.  The episode explores the benefits of affordable ocean-view properties, lower living costs, top-notch healthcare, and a vibrant social scene. Whether exploring nature, participating in cultural activities, or embracing a welcoming community, Puerto Vallarta offers an opportunity to design a dream retirement.  With insight into making this transition confidently, the episode guides listeners to transform their retirement into the best chapter of their lives.   Don't miss out on a free webinar, where experts cover everything you need to know about relocating to Mexico—from the best places to live to essential healthcare information for expats. Register at dreamretirementinmexico.com/webinar.   Key Moments:  01:14 Retiring in Puerto Vallarta 03:52 Puerto Vallarta Health and Outdoor Paradise 06:22 Embrace Your Dreams

    Navigating Mexico's Home Buying: A Foreigner's Step-by-Step Guide with Taniel Chemsian

    Play Episode Listen Later Feb 14, 2025 11:06


    In this episode, host Taniel Chemsian, a seasoned real estate broker from Puerto Vallarta, demystifies the process of property ownership for foreigners, focusing on the use of Fido Camiso—a real estate trust that allows legal ownership along Mexico's beautiful coastlines. This episode reveals the key players in the home-buying process, such as notaries and real estate agents, and explains the step-by-step procedures involved. Listeners will receive valuable insights into managing closing costs, conducting thorough due diligence, and ensuring a smooth transition with the guidance of an expert team. The episode equips future expats with the knowledge they need to create the perfect life chapter under the Mexican sun, whether they're considering a retirement paradise, a vacation getaway, or a savvy investment. Tune in and prepare for an exciting journey into the possibilities of retiring in Mexico. Key Moments:  01:22 Fido Camiso: Foreign Property Trust 04:58 Review Bilingual Contracts Carefully 08:14 Low Property Taxes Abroad 09:55 "Discover Retirement in Mexico" Don't miss out on a free webinar, where experts cover everything you need to know about relocating to Mexico—from the best places to live to essential healthcare information for expats. Register at dreamretirementinmexico.com/webinar.

    Reimagining the Podcast: A Fresh Start to Retiring in Mexico with Taniel Chemsian

    Play Episode Listen Later Feb 7, 2025 3:50


    Welcome to Episode 67 of Dream Retirement in Mexico, where the listeners are introduced to a new chapter as Taniel Chemsian takes the helm of the podcast. Dedicated to guiding individuals through the prospects of retiring in Mexico, Taniel shares insights, experiences, and valuable information to aid in finding the perfect retirement home in this enchanting country.  Regular segments will cover aspects such as home ownership, the intricacies of the buying process, visa requirements, and healthcare options, aiming to dispel myths and celebrate the achievements of those who have successfully relocated.  This episode invites both new and long-time listeners to join the journey toward making their dream retirement in Mexico a reality. With an open invitation for questions via email at info@tanielchemsian.com, the podcast invites its audience to explore the possibilities and magic Mexico offers, one episode at a time. Don't miss out on free webinar, where experts cover everything you need to know about relocating to Mexico—from the best places to live to essential healthcare information for expats. Register at dreamretirementinmexico.com/webinar  

    Reflecting on 2024 and Real Estate Trends in Puerto Vallarta

    Play Episode Listen Later Jan 3, 2025 23:29


    In this episode,  hosts Risa Morimoto and Taniel Chemsian reflect on the whirlwind year of 2024 and its impact on the real estate market in Mexico. They get into global events such as currency fluctuations, elections, and rising living costs and how these factors influence real estate trends in popular destinations like Puerto Vallarta. Taniel provides a comprehensive overview of the current market, highlighting the increase in open houses, price adjustments, and new buyer incentives. He also discusses the differences between purchasing a property for personal use and investment purposes, emphasizing innovative features like lock-off units and concierge services in new construction projects. Looking ahead to 2025, the hosts express optimism about the market and offer valuable advice for prospective property buyers. They also share exciting news about the podcast's future direction, promising more insights and information on living and investing in various parts of Mexico. Listeners are invited to join Risa and Taniel for an in-depth exploration of the evolving landscape of Mexican real estate and to get tips on making informed decisions in this dynamic market. Tune in and stay informed on the latest trends and opportunities in the idyllic world of Mexican retirement! Don't miss out on a free webinar, where experts cover everything you need to know about relocating to Mexico—from the best places to live to essential healthcare information for expats. Register at dreamretirementinmexico.com/webinar. Key Moments:  00:10 Inflation drove prices up; luxury purchases paused. 06:09 American and Canadian buyers drive to Puerto Vallarta market. 08:58 Discounts improve affordability in desirable Mexican neighborhoods. 12:02 Choose between convenience or tranquility for rental property. 18:31 Ready? Make informed, timely investment decisions now. 20:06 Podcast: Moving to Mexico, living and exploring. 22:47 Plan vacation to Mexico in 2025.

    From Design to Completion: Building Your Dream Home in Mexico with Nina and Paulina

    Play Episode Listen Later Dec 16, 2024 44:43


    This episode features the inspiring guests Nina and Paulina, the creative minds behind "Architects by the Sea." In this episode, listeners will gain insights into the unique hurdles and rewarding experiences of constructing dream homes in coastal regions. The discussion covers the importance of selecting the right materials for longevity and debunks common myths about building in Mexico. Nina, originally from Bulgaria, and Paulina, from Mexico City, bring over two decades of combined experience to the table. They share their journey from solo practitioners to dynamic partners, offering a detailed look into their meticulous process, from initial design to planning phases. The importance of balancing aesthetics with functionality is also a key theme in their discussion. Whether listeners dream of a modern Spanish revival home or are interested in the intricacies of remodeling in Cabo San Lucas, this episode is packed with valuable insights. Host Risa Morimoto uncovers the secrets to successful coastal living and construction. Paulina and Nina offer practical advice and personal anecdotes highlighting their passion for creating stunning, durable homes. This episode promises to take listeners behind the scenes of seaside architecture, providing a comprehensive understanding of what's involved in creating the perfect retirement home in Mexico.   Key Moments:  03:53 Started new studio, moved for marriage, collaborated. 08:25 Fell in love with transformative lighting design. 13:58 Increasing confidence in buying lots for custom homes. 15:39 Sturdy homes are essential for Mexico's natural disasters. 21:13 Directs House Hunters; discusses homebuilding stages timelines. 22:04 Home design and building process: approximately two years. 26:34 Recommend suitable materials for Mexico's climate conditions. 29:15 Avoid exposing metallic structures to the ocean environment. 33:17 Balance aesthetics and functionality in home remodels. 38:01 Plan the entire project upfront, even in phases. 38:56 Remodeling is unpredictably complex, unlike new construction.   Don't miss out on free webinar, where experts cover everything you need to know about relocating to Mexico—from the best places to live to essential healthcare information for expats. Register at dreamretirementinmexico.com/webinar.

    Designing Dreams in Mexico: Malahki Thorn on Custom Interiors and Property Management

    Play Episode Listen Later Nov 22, 2024 25:30


    In this episode, the hosts dive into the fascinating world of interior design and custom furniture creation with their special guest, Malahki Thorn. Malahki is an esteemed interior designer and furniture creator who brings a unique blend of American and Mexican design sensibilities to Puerto Vallarta. He shares his journey from Akron, Ohio, to Northern California, and finally to Mexico, where he has built a flourishing business. Listeners will explore how Malahki sources materials, adapts to Mexico's distinct cultural and environmental landscape, and offers a comprehensive suite of services, including interior design, custom carpentry, construction, and property management. If anyone has ever dreamt of designing the perfect home in Mexico or is curious about navigating the local design and construction market, this episode is packed with valuable insights.  This episode promises to be both informative and inspiring! Don't miss out on free webinar, where experts cover everything you need to know about relocating to Mexico—from the best places to live to essential healthcare information for expats. Register at dreamretirementinmexico.com/webinar. Key Moments:  00:00 Interview with designer Malahki Thorn on design. 04:55 Flexible aesthetic blends natural materials, American perspective. 09:10 Affordable custom furniture great for comfort seekers. 16:24 Opportunities in Vallarta expanded design services. 18:24 Patience necessary; rushing fails in Mexican culture. 21:26 Starting business in Mexico requires determination, communication.   About the Guest :  Malahki Thorn, originally hailing from the small city of Akron, Ohio, embarked on a life journey that took him to San Francisco at the age of 24. After spending several years in the bustling city, he settled in Northern California, where he bought a house. However, the region's frequent seasonal wildfires posed a constant threat, bringing him close to evacuation five times in a decade. At the age of 49, Malahki made a life-changing decision to move to Viarda, a place he had loved and frequently visited on vacation. Now 51 years old, Malahki enjoys his new home in Viarda, where he continues to appreciate the serenity away from the wildfire-prone areas of California and contemplates a peaceful retirement. How to connect Malahki : https://www.raventhorninteriors.com/

    Discovering Cabo's Medical Tourism: Dr. Mangino on Affordable Joint Replacements and Patient Care

    Play Episode Listen Later Nov 1, 2024 32:00


    In this episode, host Risa Morimoto sits down with Dr. Gerardo Mangino, a renowned orthopedic surgeon specializing in knee and hip replacements in Cabo, Mexico. Risa shares her positive experiences visiting Cabo, which always feels like a vacation, even when she's working. Dr. Mangino dives into why he loves living and working in this beautiful locale and offers insights into the medical tourism boom in Cabo. They explore the exceptional hospital facilities, their certifications, and how they cater specifically to international patients. Dr. Mangino highlights the significant cost savings for procedures like joint replacements compared to the U.S., and he provides details on contacting him for telehealth consultations. He also discusses the seamless process for international patients, from initial inquiry to post-surgery recovery, and the advantages of combining medical care with a relaxing vacation in a safe, picturesque environment. Risa and Dr. Mangino delve into the differences between healthcare systems in Mexico, the U.S., and Canada, emphasizing the personalized care and direct communication that patients can expect in Mexico. Whether you're considering a medical procedure or just curious about retiring in paradise, this episode is packed with valuable insights and firsthand experiences.  Don't miss out on free webinar, where experts cover everything you need to know about relocating to Mexico—from the best places to live to essential healthcare information for expats. Register at dreamretirementinmexico.com/webinar.   Key Moments:  00:10 Medical tourism's rising relevance excites aging populations. 06:12 Private medicine in Mexico: hidden gem. 08:06 U.S. medicine: excellent science, lacks human connection. 13:52 Contact options: telehealth or Zoom for discussions. 17:49 Packages include physiotherapy to aid post-surgery mobility. 21:42 Outpatient surgery in Cabo costs significantly less. 27:37 Cabo: Easy to navigate, growing medical hub.   About the Guest :  Dr. Gerardo Mangino, a distinguished orthopedic surgeon, hails from Mexico City, Mexico. Despite his Italian surname, he spent his formative years in his native city, where he embarked on his medical journey. Dr. Mangino graduated from the prestigious Universidad Anahuac, a renowned private medical school. He further honed his expertise in Orthopaedic Surgery during his residency at the National Center for Rehabilitation (Instituto Nacional de Rehabilitación), one of Mexico's leading orthopedic hospitals. His impressive background testifies to his deep-rooted commitment to the field of medicine. Website of Dr. Gerardo Mangino : https://www.drmangino.com/

    Life at Lake Chapala: Janet Blaser on Adjusting to a New Rhythm

    Play Episode Listen Later Oct 18, 2024 42:27


    In this episode, host Risa Morimoto is joined by special guest Janet Blaser, a renowned journalist and author who has recently made the move from Mazatlan to Lake Chapala. Tune in as Janet shares the fascinating story behind her relocation, driven by a blend of celestial signs and practical reasons, as well as the challenges she has faced, like missing the ocean and adjusting to a new community vibe. Discover the compelling details about life in Lake Chapala, from its breathtaking scenery and proximity to Guadalajara, to the unique services and amenities available for expatriates. Janet dives into the realities of living near Mexico's second-largest natural lake, dealing with its contamination issues, and navigating the vibrant yet tranquil rural environment of San Antonio Tlayacapan. We'll also explore Janet's personal journey, her reflections on leaving Mazatlan, and her future plans, which include spending more time with family and launching an exciting new book series titled "Going Expat." If you're contemplating a move to Mexico or just curious about expat life, this episode is packed with insights and invaluable advice. Plus, don't miss out on Risa's invitation to a free webinar on retiring in Mexico. So, sit back, relax, and get ready to be inspired by Janet Blaser's incredible experiences and journey on Dream Retirement In Mexico.   Don't miss out on free webinar, where experts cover everything you need to know about relocating to Mexico—from the best places to live to essential healthcare information for expats. Register at dreamretirementinmexico.com/webinar.   Key Moments:  03:47 Vacation led to starting a magazine and market. 07:21 Mazatlan became "Vegas on the beach." 11:43 Foreigners move to beaches, seeking cooler areas. 13:18 Rented Airbnb, then house-sat near friends. 16:17 Friend unexpectedly offers to take over the apartment. 21:14 Older residents, affluent foreigners, different lifestyle services. 24:40 Prioritize family time, spend a month with each. 27:05 Excited to publish anthologies by election. 30:17 Currency fluctuations affect import spending habits. 34:16 Charming small towns hinder hurried travel. 38:17 Embrace chaos; clarity comes with time's wisdom. 39:11 Embracing uncertainty and moving forward in life.   About the Guest:  Janet Blaser is an author, writer, and consultant who has lived in Mexico since 2006. A former journalist in California, her work now focuses on expat living. Janet's first book, “Why We Left: An Anthology of American Women Expats” is an Amazon bestseller. She's currently working on a series of “Going Expat Guides” about Mexico, Italy, Portugal, and Costa Rica. Janet is a regular contributor to CNBC's “Make It” and International Living magazine. Follow her on Instagram and Facebook, @thejanetblaser.  A writer by nature, Janet also likes to surf, garden, read, cook, and, at times, rabble-rouse.

    Multicultural Living and Affordable Housing in Querétaro with Vanessa Jacquemin

    Play Episode Listen Later Sep 27, 2024 36:00


    In this episode of Dream Retirement in Mexico, host Risa Morimoto interviews Vanessa Jacquemin, a New York native with Haitian roots, about her relocation journey to Querétaro, Mexico. Vanessa discusses her motivation to move, driven by a friend's recommendation and a scouting trip in January 2021. She relocated in June 2021 with her daughter, who attends Lycee Francaise and speaks three languages: English, French, and Spanish. Vanessa highlights the multicultural environment benefiting her daughter's upbringing. The episode details Querétaro's appealing factors for expats, including affordable living, excellent healthcare, and a welcoming community. Housing options range from townhouses to luxury homes, with rents starting at 15,000 pesos. Currency fluctuations impact costs, comparing Querétaro with pricier Mexico City. Vanessa shares her living experience in Zakkia, a gated community, and praises the city's mix of colonial heritage and modern amenities. Vanessa is launching "Maverick in Mexico," a blog and business offering relocation resources and consultations. She talks about her personal adjustments, the supportive Mexican culture, and maintaining her dual identity between the US and Mexico. The episode closes with insights on adapting to local legalities, conveniences, and the family-oriented lifestyle in Mexico. Don't miss out on free webinar, where experts cover everything you need to know about relocating to Mexico—from the best places to live to essential healthcare information for expats. Register at dreamretirementinmexico.com/webinar. Key Moments:  00:10 Querétaro : Accessible, temperate, affordable, cultural, and growing. 09:28 Querétaro : Big, vibrant city balancing tradition and growth. 10:24 Industry-driven development started in 1950s Querétaro 17:40 Life in Mexico: Similar to US, but better. 22:30 Community diversity enriches daughter's upbringing. 25:46 Rent increased significantly over three years due to currency fluctuation. 28:36 Merida has beautifully renovated colonial homes; Querétaro lacks. 31:24 Maverick in Mexico: Your Querétaro relocation resource.   About the Guest :  Vanessa Jacquemin's journey is a tale of passion, resilience, and dedication. She initially moved to France and spent eight enriching years there before returning to New York, where she secured a dream job at LVMH Moet Hennessy Louis Vuitton. In the wake of the devastating earthquake in Haiti in 2010, Vanessa felt a profound connection to her heritage and relocated to Haiti in 2012, eager to contribute to the country's recovery. She lived there for seven years, deeply immersing herself in efforts to aid the community. However, by 2019, the increasingly challenging situation in Haiti compelled her to seek a new path for herself and her young daughter, leading them to start a new chapter in Mexico. Inspired by the city's vibrancy and growing international appeal, Vanessa began laying the groundwork for Maverick In Mexico, a lifestyle blog and YouTube channel designed to serve as a bridge for aspiring expatriates and international newcomers seeking to move to, live in and thrive in Querétaro. Set to launch in October 2024, Maverick In Mexico will offer comprehensive relocation planning, personalized scouting experiences and curated events, blending Vanessa's strategic acumen with her passion for cross-cultural living. This venture is a reflection of her evolution, infused with her entrepreneurial expertise, love for international experiences, and commitment to fostering meaningful connections between cultures.

    Discovering Retirement Bliss in San Miguel de Allende with Tracie Collins

    Play Episode Listen Later Sep 14, 2024 33:47


    This episode features a special guest—Tracie Collins, a renowned entrepreneur and wellness coach. Tracie shares her remarkable journey from initially dreaming of relocating to Costa Rica to discovering the charm of San Miguel de Allende, Mexico. Despite initial reservations about safety, a trip to Tulum left such a positive impression that she decided Mexico was the place for her and her family. Now settled in San Miguel, she speaks about the welcoming expat community, the town's vibrant art scene, and the laid-back lifestyle that made it their ultimate choice. Listeners can look forward to insights on navigating the rental market, adjusting to local systems, and sourcing beautiful, custom-made furniture from local artisans. Tracie also discusses her experiences with the supportive community of Black women entrepreneurs in San Miguel and offers a glimpse into the upcoming Move to Mexico conference, a virtual event packed with vital information for prospective expats. Take advantage of this episode as Tracie Collins' story provides inspiration and valuable tips on making your dream retirement in Mexico a reality.  Tune in, and let the journey begin!   Don't miss out on free webinar, where experts cover everything you need to know about relocating to Mexico—from the best places to live to essential healthcare information for expats. Register at dreamretirementinmexico.com/webinar.   Key Moments:  00:10 Exploring your move to San Miguel, Mexico. 06:06 Discovering Mexico's appeal led to the relocation decision. 07:42 Moved to Mexico; life-changing, resonated deeply, explored. 12:59 Both liked San Miguel for relaxation and peace. 14:36 Found the perfect home after minimal searching. 20:12 Mexico City experience was mentally challenging for us. 20:54 Struggled with adapting and sourcing furniture in Mexico. 25:42 Helping women achieve business, wellness, and aspirations. 30:06 San Miguel has Mexico's largest black expat community.   About the Guest :  Tracie Collins grew up with a keen awareness of Mexico's proximity and cultural significance but had never visited the country. Her first trip to Mexico occurred in May 2022 during a hike in Tulum. From the moment she landed in Cancun, Tracie felt an immediate sense of relief and warmth, something she rarely encountered as a Black woman from the United States. The trip was a transformative experience, where she was treated with respect and kindness, making her feel truly human. By the fourth day of her five-day trip, Tracie decided that she was moving to Mexico, captivated by its beauty and welcoming atmosphere. Since then, Mexico has become a place she calls home, a country that she fell in love with and has chosen to embrace fully.   Link for Tracie Collins:  Website:  https://traciecollinsofficial.com/ Instagram : https://www.instagram.com/traciecollins/ Linkedin : https://www.linkedin.com/in/tracie-collins%C2%AE-0b84693/

    Exploring Mexico: Health, Safety, and Community Tips for New Residents

    Play Episode Listen Later Aug 30, 2024 42:43


    In this episode of Dream Retirement In Mexico, hosts Taniel Chemsian and Risa Morimoto offer essential tips for new residents settling in Mexico. They discuss familiarizing yourself with local pharmacies, hospitals, markets, and emergency contacts. They also highlight the importance of having a healthcare liaison, understanding local medical insurance options, and obtaining a CURP number. Taniel shares his memorable ATV trip in Puerto Vallarta and the joy of being a tourist in your own city. The hosts stress exploring your neighborhood, meeting locals, and the common practice of renting before buying property. Key practicalities such as opening a bank account, managing utilities, registering with the Migration Institute (INM), and navigating public transportation are covered. They emphasize the value of community connections, participating in cultural events, and making checklists to manage the transition smoothly.  With their expert advice, embrace the enriching experience of Mexican life.   Don't miss out on free webinar, where experts cover everything you need to know about relocating to Mexico—from the best places to live to essential healthcare information for expats. Register at dreamretirementinmexico.com/webinar.   Key Moments:  05:25 Explore Vallarta, embrace nature, and discover convenience. 08:27 Locate hospitals, clinics, markets, and supermarkets locally. 11:48 Vallarta offers excellent hospital choices with English-speaking doctors. 15:57 Learn public transportation routes in Vallarta, taxis, Uber. 18:07 City streets can be confusing for parking. 23:30 Utility bill doesn't always have to be in your name. 25:06 Transfer property and utilities after buying. Water bills. 28:25 Passport renewal, voting, and crisis management assistance. 31:40 Easily pay bills online, English support available. 35:34 Embrace new culture with local guidance and support. 40:19 Create a checklist for essentials, seek local advice.

    How to Retire in Playa del Carmen: A Complete Guide for U.S. Expats with Susi MacDonald, David Jones, and Eddie Shiomi

    Play Episode Listen Later Aug 9, 2024 78:58


    In this episode of Dream Retirement In Mexico,  titled "How to Retire in Playa del Carmen: A Complete Guide for U.S. Expats," hosts Risa Morimoto and Taniel Chemsian, along with guests Susi MacDonald, David Jones, and Eddie Shiomi, offer a comprehensive guide for U.S. expats considering retirement in Playa del Carmen.  Risa introduces a live webinar highlighting Playa's appeal, nestled between Cancun and Tulum. Susi MacDonald draws from her real estate experience to discuss essential insights on property purchases, rental contracts, and working with realtors. Eddie Shiomi and David Jones share their personal experiences, emphasizing the city's diverse international community and vibrant culinary scene. Listeners will learn about local amenities like smaller grocery stores, bi-weekly farmers markets, and the need to thoroughly research and experience Playa before committing to a long-term stay. Risa encourages audience participation and offers a free webinar to further assist expats. Whether you're just starting your planning or are ready to move, this episode is your essential guide to retiring in one of Mexico's most charming cities. Don't miss out on free webinar, where experts cover everything you need to know about relocating to Mexico—from the best places to live to essential healthcare information for expats. Register at dreamretirementinmexico.com/webinar.   Key Moments:  00:10 Live webinar on living in Playa. 09:58 Moved from New York to Mexico with wife. 16:08 Cancun should maintain its authentic atmosphere. 20:08 Consider proximity to construction; location varies by condominium. 23:57 Taxi fares vary, always check the tariff. 31:56 Preferring a lively neighborhood over a quiet pristine area. 35:44 Consider informed opinions before making significant purchases. 40:05 Property ownership meets financial requirements for visas. 47:21 Foreign ownership of Mexican property eased through NAFTA. 52:43 Local, fresh food in Playa and Ventura. 01:00:23 Consider visiting Playa before making any decisions. 01:01:56 Tulum offers great amenities and beautiful beaches. 01:09:38 Prepare for culture differences before moving abroad.

    Retire in Mexico: Women's Tales of Life in San Miguel de Allende

    Play Episode Listen Later Jul 26, 2024 50:19


    In Episode 57 of "Dream Retirement In Mexico," titled "Retire in Mexico: Women's Tales of Life in San Miguel de Allende," host Risa Morimoto bring together two inspiring women, Tracie Collins and Michelle Wedderburn, who share their enriching experiences of living and thriving in San Miguel de Allende, Mexico.  Michelle describes the city as a chic, artistic, and multicultural haven offering surprise experiences like ranch visits. She also details her initial motivation to move to Mexico, emphasizing her desire to provide a different upbringing for her child and escape the corporate grind, leading to a life of creativity and community-centric living. The episode highlights the "Redefining Life Abroad Virtual Summit" organized by Tracie and Michelle. The summit focuses on mental wellness, careers, marriage, children, finances, health, and entrepreneurship. Scheduled for August 10th and 11th, it aims to support individuals in their transition to living abroad, ensuring they adapt and thrive in their new environment. Tracie, who sold her company and retired, shares her experiences of moving to Mexico. She highlights the challenges of cultural adjustments and the importance of being flexible and open to change. Both women discuss the support and communal spirit they found in San Miguel, which feels like "every day is Sunday." Despite missing some conveniences from the US, such as specific sheets and scented candles, Tracie and Michelle appreciate the slower pace and the vibrant community in San Miguel de Allende. They share their experiences living in Mexico as women of color, emphasizing the significance of faith, community support, and the parallels between Mexican and African-American cultures.   Don't miss out on free webinar, where experts cover everything you need to know about relocating to Mexico—from the best places to live to essential healthcare information for expats. Register at dreamretirementinmexico.com/webinar.   Key Moments:  00:10 Moving to Mexico felt like a relief. 06:32 Semi-retired person starts retreats in Mexico. 09:16 Sold company now helps women level up. 11:08 Discussion about challenges and adjustments when moving. 15:19 Adapting to life abroad has many challenges. 19:38 Finding convenience in everyday tasks and adjustments. 21:54 Limited availability of goods in smaller cities. 25:53 San Miguel is beautiful, magical, and welcoming. 29:10 Virtual summit addresses redefining life abroad. 32:33 Excited about community changes and opportunities. 37:10 "Move to Mexico conference for retiring singles." 38:06 Virtual conference offers a comprehensive insight into Mexico. 43:41 Trusting the process, leaning on support.   About the Guests: Tracie Collins grew up with a keen awareness of Mexico's proximity and cultural significance but had never visited the country. Her first trip to Mexico occurred in May 2022 during a hike in Tulum. From the moment she landed in Cancun, Tracie felt an immediate sense of relief and warmth, something she rarely encountered as a Black woman from the United States. The trip was a transformative experience, where she was treated with respect and kindness, making her feel truly human. By the fourth day of her five-day trip, Tracie decided that she was moving to Mexico, captivated by its beauty and welcoming atmosphere. Since then, Mexico has become a place she calls home, a country that she fell in love with and has chosen to embrace fully. Link for Tracie Collins - https://traciecollinsofficial.com/ After two decades of exploring Mexico, Michelle Wedderburn finally discovered her true home in San Miguel de Allende. Her frequent travels in and out of the country affirmed her love for its culture and proximity to the United States, making it an ideal destination for someone with ties back home. On her second and third visits to San Miguel, Michelle felt an undeniable connection, which led her to make the vibrant town her permanent residence. Today, San Miguel de Allende is not just a place on the map for Michelle, but a beloved sanctuary where she feels truly at home. Link for Michelle Wedderburn - https://www.casaelm.com/

    Navigating Baja's Affordable Living and Healthcare: Insights From Expats in Cabo

    Play Episode Listen Later Jul 12, 2024 71:04


    In this episode, co-hosts Risa Morimoto and Taniel Chemsian chat with Michele Poirier and real estate experts Tracey and Glen Muir to uncover the perks of retiring in Baja, Mexico. The discussion highlights the financial advantages of living in Baja, from minimal property taxes to manageable living expenses. Tracey and Glen offer tips on property ownership, utilities, and budgeting, while Michele shares her relocation experiences amidst the COVID-19 pandemic and discusses the welcoming community in Cabo. Listeners will learn about navigating Baja's healthcare options, the benefits of residency, and tips for handling home upgrades and financial management. Tune in to discover how to turn your retirement dreams into reality in beautiful Baja, Mexico, with insights from those who've successfully made the move.   Don't miss out on our free webinar, where experts cover everything you need to know about relocating to Mexico—from the best places to live to essential healthcare information for expats. Register at dreamretirementinmexico.com/webinar.   Key Moments:  08:28 Easier process to start selling properties in Mexico. 12:11 Overview: California coast, Pacific Ocean, Gulf of California, Land's End, Cabo San Lucas. 17:57 Secure, modern coastal living with low crime. 23:34 Running a house is not very expensive. 35:22 Baja allows free travel zones for American cars. 40:31 Expensive medical insurance in the US, cheaper in Canada. 47:41 Challenges navigating international phone numbers and verification. 50:10 Navigating Mexican systems easier with local assistance. 54:43 Importance of guidance and connections when moving. 01:04:14 Cabo offers stress relief and health benefits.

    Transitioning to Mexican Residency: From Plates to Pets and Financial Tips

    Play Episode Listen Later Jun 29, 2024 84:46


    In this episode, our hosts Taniel Chemsian and Risa Morimoto sit down with expats Craig Strong and Randy Bennett to dive deeply into life in Puerto Vallarta (PV).  They have covered everything from driving regulations for temporary versus permanent residents, navigating banking and money transfers, and even tips for bringing your furry friends along. They also discuss the housing market, including price points for various neighborhoods and the emphasis on using trustworthy realtors and legal guidance for property purchases. Discover essential insights about healthcare options, insurance coverage, and the advantages of Mexico's tropical climate. Plus, learn about everyday living hacks like virtual mailboxes and phone plans that seamlessly transition to life abroad.  Whether you're considering a temporary stay or making a permanent move, this episode is packed with invaluable advice to help make your dream retirement in Mexico a reality. Don't forget to subscribe and leave a review on Apple Podcasts!   Don't miss out on our free webinar, where experts cover everything you need to know about relocating to Mexico—from the best places to live to essential healthcare information for expats. Register at dreamretirementinmexico.com/webinar. Key Moments:  09:08 Stunning picture of Los Arcos in Puerto Vallarta. 12:09 Bucerías growth, housing prices, and Vallarta location. 26:30 Preferring medical care in Mexico over the US. 35:54 Vallarta has diverse housing markets with varying prices. 43:18 Residency determines car registration and tax validity. 49:19 Limited English, no mail, used traveling mailbox. 54:43 Living abroad is cheaper and less stressful. 01:01:05 Moving to PV without a job, debts. 01:06:00 Urban growth brings infrastructure challenges and politics. 01:14:24 HOA fees vary based on building amenities. 01:20:09 DIF card offers discounts for seniors. Lovely place with kind and generous people.

    Episode 54 - Affordable Dream Retirement: Georgette's Journey to Rancho Viejo, Mexico

    Play Episode Listen Later Jun 21, 2024 24:08


    In this episode of Dream Retirement In Mexico podcast, host Risa Morimoto chats with Georgette Marin, who shares her inspiring journey of finding a new life in Rancho Viejo, near Veracruz, Mexico. After a divorce and a quest for personal fulfillment, Georgette moved from bustling Chicago to a serene mountain retreat where she lives surrounded by lush nature for an astonishingly affordable $280 a month. Georgette discusses her transition from city life to rural tranquility, the process of renting property in Mexico, and how living in such a beautiful, low-cost environment has allowed her to focus on a more meaningful, holistic lifestyle. Georgette's story offers valuable insights and encouragement, whether you're dreaming of retiring to a popular expat destination or considering a more off-the-beaten-path locale. Tune in and discover what it takes to create a dream retirement in Mexico—away from the hustle and bustle and closer to nature.   Don't miss out on our free webinar, where experts cover everything you need to know about relocating to Mexico—from the best places to live to essential healthcare information for expats. Register at dreamretirementinmexico.com/webinar.   Key Moments:  00:10 Rancho Viejo - small town near Veracruz 05:28 Seeking nature, comfort, and self-care after change. 08:46 Seeking happiness amidst societal and personal expectations. 11:23 Simplicity and beauty connect in a space. 15:41 Finding a house without a cosigner, affordable. 19:24 Midlife crisis led to a spiritual self-discovery journey. 21:43 Try it out, take a break, decide.

    Episode 53 - Retire in Cuernavaca: Climate, Homes, and Healthcare with Andrea Dolch Espinosa

    Play Episode Listen Later Jun 14, 2024 25:10


    In the episode titled "Retire in Cuernavaca: Climate, Homes, and Healthcare," host Risa Morimoto interviews Andrea Dolch Espinosa, a seasoned real estate agent and co-founder of Mexico Luxury Estates. They delve into the unique selling points of Cuernavaca, such as its year-round spring-like weather and diverse real estate options, making it a prime destination for retirees. Located 90 minutes south of Mexico City, Cuernavaca boasts year-round spring-like weather, typically between 70 and 78 degrees Fahrenheit. Andrea explains that while temperatures vary occasionally, the climate remains one of the city's strongest appeals. Situated 5,000 feet above sea level, Cuernavaca offers a comfortable and scenic living environment. Andrea paints a picture of Cuernavaca's diverse real estate landscape, where comfort and affordability go hand in hand. The conversation also highlights the heart of Cuernavaca-its expat community. Andrea's deep knowledge and passion for Cuernavaca makes this episode a must-listen for anyone considering retirement in this charming Mexican city, providing a clear takeaway for the retirees.   Don't miss out on our free webinar, where experts cover everything you need to know about relocating to Mexico—from the best places to live to essential healthcare information for expats. Register at dreamretirementinmexico.com/webinar.   Key Moments:  05:32 Diverse city life, not perfect, but vibrant. 08:11 3 bedrooms, 3.5 bathrooms, open concept living. 10:23 Private taxi services can be cost-effective. 15:02 Challenges of living in Mexico, language barrier. 18:05 Canadian healthcare system and access to specialists improved. 22:44 Consider climate, amenities, hobbies when choosing a location.

    Episode 52 - Retire in Puerto Vallarta: Should You Buy or Rent: Insights from Craig and Randy

    Play Episode Listen Later Jun 7, 2024 25:21


    In this episode, host Risa Morimoto dives into the fascinating journey of Craig and Randy, a couple who navigated a significant lifestyle shift in Puerto Vallarta. After living in a picturesque, yet challenging ocean-view condo in Conchas Chinas, they opted for a more practical and tranquil beachfront rental south of Garza Blanca. Craig and Randy share candid details about their decision to sell their dream condo, which included stunning bay views but also a daunting number of stairs—an issue that became more pressing after both underwent knee replacement surgeries. Discover how they made a substantial profit from the sale, navigated the rental market, and eventually found a gem of a rental property through Craigslist, leading them to a serene, beachside haven. Learn about the financial considerations, the pros and cons of renting versus buying, and the nuances of living in Puerto Vallarta, from the bustling romantic zone to the tranquil southern outskirts. If you've ever dreamt of retiring in Mexico or are weighing your housing options, this episode is packed with invaluable tips and heartfelt experiences from Craig and Randy. Don't miss out on our free webinar, where experts cover everything you need to know about relocating to Mexico—from the best places to live to essential healthcare information for expats. Register at dreamretirementinmexico.com/webinar. Join us for this engaging discussion and gain a clearer picture of what your dream retirement in Puerto Vallarta could look like!   Key Moments:  00:10 Puerto Vallarta growth, condo sale, oceanfront living. 05:00 Needed to save money, so decided to rent. 08:41 Craig questioned, but they chased their dream. 12:29 Initial rent, security deposit, utilities, Internet payment. 13:58 Owner selected items, including a small refrigerator. 22:12 Emotional about Mexico, hurt by hurtful comments.

    Episode 51 - Why Puerto Vallarta is Ideal for Retirees: Benefits and Drawbacks

    Play Episode Listen Later May 31, 2024 21:20


    In this episode, host Risa Morimoto explores both the attractions and challenges of retiring in Puerto Vallarta (PV), Mexico. Drawing from over ten years of visits, Risa explains why this vibrant city consistently ranks high for retirees. Risa highlights PV's stunning natural scenery, where the Sierra Madre Mountains meet the vast Banderas Bay, offering a unique blend of beach and mountains. The city's culinary diversity, with numerous restaurants serving global cuisines, is another major attraction. Puerto Vallarta's colonial charm, rich wildlife, and ideal winter weather further boost its appeal. The welcoming local community, both Mexican and expatriate, adds warmth to life in PV. The convenience of American stores, fresh and affordable produce, and high-speed internet also enhance living standards.  However, Risa also points out the downsides. The aggressive timeshare sellers at the airport, increasing traffic, "gringo pricing," and overwhelming crowds during high season can be off-putting. The intense summer heat and humidity are additional challenges. Despite these drawbacks, Risa emphasizes that Puerto Vallarta offers a remarkable combination of natural beauty, cultural charm, and modern amenities that attract many retirees. She encourages listeners to visit during different seasons for a well-rounded experience and invites them to explore more resources via the Dream Retirement in Mexico platforms.   Want to learn more about purchasing real estate in Mexico? Join our FREE WEBINAR! Host Risa Morimoto, a seasoned expert in Mexican retirement, Puerto Vallarta real estate broker Taniel Chemsian, and healthcare specialist Pamela Thompson, renowned for their knowledge and experience, share their expertise and insider knowledge about the most popular expat destinations in Mexico, basics of buying real estate and healthcare options for foreigners. They will be there to guide you through the process and answer any questions you may have. To secure your spot, simply visit www.dreamretirementinmexico.com/webinar and choose the date and time that works best for you.   Key Moments:  05:55 Love charming neighbourhoods but be careful walking. Enjoy Mexican colonial charm and whale watching. 09:10 Local Mexicans in Vallarta are warm, generous, and funny. 12:04 Strong, cheap internet in Mexico attracts tourists. 15:05 Tourist areas often charge higher prices. 18:33 Noise in Taurus. Quiet in the mountains. Love Vallarta. 19:35 Visit Vallarta, meet people, try restaurants, relax.

    Episode 50 - Best Eight Mexican Cities for Retirees: Cool Climates and Rich Culture

    Play Episode Listen Later May 24, 2024 56:20


    In this episode, our host Risa Morimoto explores the top 8 cities in Mexico for retirees who prefer cooler climates. From the historical charm of Guanajuato to the cultural richness of Puebla, she delves into the vibrant expat communities, affordable cost of living, and high-quality healthcare options available in these retirement destinations.  She highlights the unique features and attractions of each city, providing valuable insights for those considering retiring in Mexico. Stay tuned for expert tips and recommendations on making your dream retirement in Mexico a reality.   Want to learn more about purchasing real estate in Mexico? Join our FREE WEBINAR! Host Risa Morimoto, a seasoned expert in Mexican retirement, Puerto Vallarta real estate broker Taniel Chemsian, and healthcare specialist Pamela Thompson, renowned for their knowledge and experience, share their expertise and insider knowledge about the most popular expat destinations in Mexico, basics of buying real estate and healthcare options for foreigners. They will be there to guide you through the process and answer any questions you may have. To secure your spot, simply visit www.dreamretirementinmexico.com/webinar and choose the date and time that works best for you.   Key Moments: 05:15 Lower cost of living, quality healthcare in San Miguel de Allende 08:48 San Miguel de Allende: Safe and vibrant city. 10:34 "Querétaro: Vibrant city with history, culture, convenience." 20:18 Guanajuato: central city with rich history, accessibility. 25:41 Guanajuato offers parks, golf, transportation, shopping, education. 29:11 Puebla: Historic, cultural city with vibrant festivals. 35:43 Mexico City: Aztec history, multicultural vibrancy, traffic. 44:30 Ajijic: Scenic landscapes, rich cultural heritage, entertainment. 47:43 Tepoztlán: Handcrafted goods, natural beauty, rich culture. 51:20 Cuernavaca: Accessible, mild climate, and natural wonders.

    Episode 49 - Retire in Mexico: Unlocking Healthcare and Lifestyle Secrets with Mark and Kirsten Raccuia

    Play Episode Listen Later May 17, 2024 34:08


    In this episode, host Risa Morimoto is  joined by Kirsten and Mark Raccuia, who share their incredible journey from Malaysia to Mexico's vibrant Puerto Vallarta. They open up about the stark differences in healthcare costs between the US and Mexico and offer insightful advice for anyone considering moving to Mexico. Learn about their transition from renting to finding the perfect home, the local culture, and the affordability of life in Mexico. They also reminisce about the friendships built during nearly a decade, the lively atmosphere they've found in their new Mexican paradise. Whether it's enjoying affordable beachside tacos or experiencing the charm of local markets, this episode is packed with practical tips and heartwarming stories that could inspire your own retirement dreams in Mexico. Tune in and let's explore the joys and possibilities of expat living.   Want to learn more about purchasing real estate in Mexico? Join our FREE WEBINAR! Host Risa Morimoto, Puerto Vallarta real estate broker Taniel Chemsian, and healthcare specialist Pamela Thompson share their expertise and insider knowledge about the most popular expat destinations in Mexico, basics of buying real estate and healthcare options for foreigners. They will be there to guide you through the process and answer any questions you may have. To secure your spot, simply visit www.dreamretirementinmexico.com/webinar and choose the date and time that works best for you.   Key Moments:  05:11 Moved to Penang, made lots of friends. 07:38 Seeking oceanfront living for relaxation and enjoyment. 10:37 Nostalgic neighborhood services create old world charm. 13:28 Transition to freedom from COVID restrictions felt liberating. 22:47 Affordable street food and occasional fancy dining. 30:16 Visit Mexico, but research before committing.

    Episode 48 - Making Puerto Vallarta Home: Twyman and Jesse's Exploration and Settlement

    Play Episode Listen Later May 10, 2024 30:44


    In this episode of Dream Retirement In Mexico podcast, host Risa Morimoto dives into the adventurous journey of Twyman and Jesse, who recently made the vibrant city of Puerto Vallarta their permanent home. From confronting bureaucratic hurdles to retrieve a visa stamp and adjusting to the local climate to navigating the real estate market, our guests share their comprehensive experience. They discuss the initial allure of Puerto Vallarta's oceanside beauty, decision-making process behind purchasing a condo, and the unexpected challenges they faced along the way.  Whether it's managing documentation for setting up utilities, understanding residency requirements, or adapting to a new culture, Twyman and Jesse's story is a treasure trove of insights for anyone considering making Mexico their retirement haven.   Want to learn more about purchasing real estate in Mexico? Join our FREE WEBINAR! Host Risa Morimoto, Puerto Vallarta real estate broker Taniel Chemsian, and healthcare specialist Pamela Thompson share their expertise and insider knowledge about the most popular expat destinations in Mexico, basics of buying real estate and healthcare options for foreigners. They will be there to guide you through the process and answer any questions you may have. To secure your spot, simply visit www.dreamretirementinmexico.com/webinar and choose the date and time that works best for you.   Key Moments:  04:16 Couple's special memories and milestones in PV. 08:23 Moving to Mexico, the new building provides reassurance. 11:55 Confusion at consulate over stamp request. 13:37 Rushed to get dogs, found them accidentally. 19:14 Hindsight: Prepare proof of residency in advance. 22:41 Online shopping limitations in Mexico, budget adjustments. 23:55 Patience and acceptance are essential in life. 28:44 Adapting to living in Mexico, expat experiences. 29:41 Finds connection in Mexico, embraces challenges.   About Twyman and Jesse - Twyman, originally from Kentucky, and Jesse, a California Bay Area native, met in San Francisco and have been together for 12 years and married for 8. Twyman, a finance executive and Jesse, a corporate creative, followed their careers from San Francisco to Seattle, back to San Francisco and eventually landing in Palm Springs during the pandemic. The pandemic brought increasingly stressful demands for Twyman's career and a layoff for Jesse. This, and the blistering desert heat, caused the two to begin examining their lives to evaluate how to create a healthier, better quality of life. Jesse decided to fulfill a long-time desire to be in service to others and become a wellness coach and Twyman determined that he was ready to release his career and to embrace life more fully. With a new liberated mindset, the two decided that living anywhere would now be possible. Mexico had been a special place where they celebrated birthdays, their first Christmas together and their honeymoon so it seemed like the perfect place to relocate and celebrate this new phase of their lives.

    Episode 47 - Securing Your Dream Retirement Home: Insider Tips for Buying in Mexico

    Play Episode Listen Later May 3, 2024 25:50


    In this episode of Dream Retirement In Mexico podcast, join hosts Taniel Chemsian and Risa Morimoto as they delve into the essential insights for securing your dream retirement home in Mexico. From discussing the unique aspects of real estate transactions within Mexico's coastal and inland regions to understanding the importance of real estate trusts for foreign buyers, this episode covers all the critical information potential buyers need to navigate the Mexican real estate market effectively. Whether you're considering a coastal retreat or a city residence, learn the insider tips on transaction processes, selecting reliable real estate professionals, and managing investment properties for rental use. Don't miss these valuable pointers that could help you smoothly secure your slice of paradise in Mexico.   Want to learn more about purchasing real estate in Mexico? Join our FREE WEBINAR! Host Risa Morimoto, Puerto Vallarta real estate broker Taniel Chemsian, and healthcare specialist Pamela Thompson share their expertise and insider knowledge about the most popular expat destinations in Mexico, basics of buying real estate and healthcare options for foreigners. They will be there to guide you through the process and answer any questions you may have. To secure your spot, simply visit www.dreamretirementinmexico.com/webinar and choose the date and time that works best for you. Key Moments:  00:10 Real estate trust allows for multiple beneficiaries. 04:11 Real estate professionals share essential tips. 09:00 Having the right team is absolutely crucial. 12:25 Get facturas for home renovation tax deductions. 16:18 Lock houses are great for investment units. 18:45 Interview agents, discuss budget, create wish list. 21:39 Identifying, offering, closing on property, timing varies. 24:12 Versalles becomes a culinary hub with new restaurants.

    Episode 46 - How to Earn Rental Income with Your Mexican Vacation Home with Pedro Morales

    Play Episode Listen Later Apr 26, 2024 44:34


    In this episode, host Risa Morimoto and the guest Pedro Morales, project director of the upscale Inna Beach Condo and Hotels in Puerto Morelos dives into the details of how you can turn a luxurious Mexican vacation home into a profitable rental property. Pedro discusses the advantages of the condo hotel model, the extensive amenities offered, and the professional hotel management that allows owners to earn a substantial rental income, potentially achieving a 6-8% return on investment. Whether you're looking to spend your winters basking in the sun or seeking a smart investment opportunity, this episode provides essential insights into making your dream retirement in Mexico a financially rewarding reality.   Want to learn more about purchasing real estate in Mexico? Join our FREE WEBINAR! Host Risa Morimoto, Puerto Vallarta real estate broker Taniel Chemsian, and healthcare specialist Pamela Thompson share their expertise and insider knowledge about the most popular expat destinations in Mexico, basics of buying real estate and healthcare options for foreigners. They will be there to guide you through the process and answer any questions you may have. To secure your spot, simply visit www.dreamretirementinmexico.com/webinar and choose the date and time that works best for you.     Key Moments: 05:41 Convenient location with easy access to amenities. 07:14 Unique condo hotel concept in Riviera Maya. 12:03 Oceanfront property in Miami with worry-free maintenance. 15:02 Guests responsible for damages, hotel offers control. 17:17 HOA covers property maintenance, insurance, and operational costs. 21:15 Real estate investment, potential 30% capital gain. 29:20 Luxurious residential development with private pools. 31:01 Flexible ownership with potential rental income offered. 35:52 Quality building, pricing details, timeline expectations discussed. 38:36 Prices are determined by supply, demand, and investment. 43:22 Explore INNA Beach Condo hotels at dreamretirementinmexico.com. About the Guest - Pedro Morales, a native of Veracruz, originally studied civil engineering with aspirations of shaping public infrastructure. However, an internship with a major real estate development firm in Mexico City shifted his path toward the private sector. Drawn by the compelling influence of high-quality residential and commercial spaces on community revitalization, Pedro swiftly moved into real estate development. His proficiency expanded into market analysis and strategic sales, which he leveraged to transform undervalued areas into sought-after locales. Today, Pedro is the guiding force behind INAH Beach Condo and Hotels in Puerto Morelos. This development encapsulates his vision of combining luxury living with sustainable tourism, attracting retirees from across North America and Europe to this serene coastal town. Pedro's transition from engineering to real estate development highlights his adaptability and dedication to enhancing lifestyle through thoughtful property projects.

    Episode 45 - Maximizing Your Social Security for Retirement in Mexico: Tips and Insights

    Play Episode Listen Later Apr 19, 2024 20:37


    In this episode, Risa dives deep into the practicalities of stretching your dollars to live comfortably in Mexico. Risa discusses the feasibility of relying solely on Social Security, budgeting essentials, cost comparisons for various Mexican cities, and navigating the residency visa process with proper financial planning. Whether it's finding affordable housing, understanding healthcare options, or leveraging local perks like inexpensive services, this episode is packed with actionable advice to make your dream retirement a reality. Plus, don't miss out on our exclusive tips for additional income possibilities and much more.    Want to learn more about purchasing real estate in Mexico? Join our FREE WEBINAR! Host Risa Morimoto, Puerto Vallarta real estate broker Taniel Chemsian, and healthcare specialist Pamela Thompson share their expertise and insider knowledge about the most popular expat destinations in Mexico, basics of buying real estate and healthcare options for foreigners. They will be there to guide you through the process and answer any questions you may have. To secure your spot, simply visit www.dreamretirementinmexico.com/webinar and choose the date and time that works best for you.   Key Moments:  00:10 Shop local, use public transport, expect expenses. 05:15 Consider saving money, and live in Mexico instead. 08:45 Living comfortably in Mexico for less than $2,000/month is possible. 12:19 Complex process for Mexican residency and savings. 14:10 Consider selling your home, renting in Mexico. 18:29 Remote work options in Mexico offer flexibility.

    Episode 44 - Uncovering the Allure of Cabo Rental Properties with Michele Poirier

    Play Episode Listen Later Apr 12, 2024 33:37


    In this episode of Dream Retirement in Mexico podcast, host Risa Morimoto welcome Michele Poirier who shares invaluable insights about property management and renting in Cabo San Lucas. Michele started a property management business after moving to Cabo from Canada, and now manages 14 homes. She highlights the safety and amenities of living in Cabo, discussing her own 1200 sq ft rental in a gated community and pointing out the rental process challenges, pricing, and adjustments to Mexican life. Michele emphasizes the importance of making a gradual transition to Mexico, considering the technicalities of managing phone numbers, emails, and banking. She provides practical advice for those straddling life between two countries and stresses that the rental agreements, usually in Spanish, require a deposit and references. With rental market expectations and cost breakdowns—including how her company, Proper Savvy Property Management, assists in managing homes, listing on platforms, and handling maintenance—Michele paints a comprehensive picture of the property landscape in Cabo. The episode also touches on additional services like stocking groceries and managing bills and the benefits of Airbnb stays in exploring local areas.   Want to learn more about purchasing real estate in Mexico? Join our FREE WEBINAR! Host Risa Morimoto, Puerto Vallarta real estate broker Taniel Chemsian, and healthcare specialist Pamela Thompson share their expertise and insider knowledge about the most popular expat destinations in Mexico, basics of buying real estate and healthcare options for foreigners. They will be there to guide you through the process and answer any questions you may have. To secure your spot, simply visit www.dreamretirementinmexico.com/webinar and choose the date and time that works best for you.   Key Moments:  00:10 Couple moves to Cabo, starts a successful business. 04:58 Successful vacation rental business. 07:54 Challenges of managing utilities and annual fees. 19:02 Key property management questions, small details matter. 20:17 Three-month rental equals short vacation rental. 23:37 Cabo living: safe, options, furnished places available. 29:03 Smooth lease signing, expect delays in moving. 30:30 Transitioning to Cabo: Challenges and Lots of References.   About the Guest -   Michele Poirier, originally from Calgary, Canada, found her entrepreneurial spirit unexpectedly ignited by the warm breezes and azure skies of Cabo San Lucas. What began as a simple life change, in pursuit of security and sun, evolved into a thriving property management venture she hadn't anticipated. Michele, alongside her husband, stumbled into the niche market of property management by managing a single property, which quickly expanded as they recognized the growing demands of Mexico's housing market. Their business, Proper Savvy Property Management, grew organically from personal need to a professional service overseeing 14 homes. Bridging the gap between homeowners desiring passive income and vacationers seeking the perfect escape, Michele adapted and flourished in her newfound role. What started as a lifestyle choice turned into a professional calling, marking Michele's journey with the hallmarks of adaptability and the unexpected joy of finding one's niche in a foreign land. Her story is one of turning a spontaneous life move into a prosperous and unexpected career south of the border.

    Episode 43 - Navigating Real Estate Investment in Mexico's Riviera Maya: Opportunities and Pitfalls with Susi MacDonald

    Play Episode Listen Later Apr 5, 2024 36:17


    In this episode of Dream Retirement In Mexico podcast,host Risa Morimoto and real estate maven Susi MacDonald tackle the intricacies of investing in Riviera Maya's booming property market. Susi emphasizes the necessity of thorough research and transparency in dealings with developers, highlighting due diligence and the need for a licensed realtor. They discuss the importance of respecting the local environment and community, and Risa notes practical aspects of oceanfront properties, including maintenance costs. Susi points out the impact of the Federal Highway B 307 and new developments planned in the region. Financing options for foreigners, selecting reputable developers, and the benefits of legal representation are also covered. The episode also introduces the innovative concept of a new condo hotel in Puerto Morelos, balancing hotel convenience with the comforts of home for potential investors. Risa recounts her experience of the region's growth through her trip to Cancún and Playa del Carmen, reinforcing the region's appeal for real estate investment in the wake of infrastructural developments like the Mayan train. Both speakers provide valuable advice for listeners looking to invest in Mexico's Riviera Maya safely.   Want to learn more about purchasing real estate in Mexico? Join our FREE WEBINAR! Host Risa Morimoto, Puerto Vallarta real estate broker Taniel Chemsian, and healthcare specialist Pamela Thompson share their expertise and insider knowledge about the most popular expat destinations in Mexico, basics of buying real estate and healthcare options for foreigners. They will be there to guide you through the process and answer any questions you may have. To secure your spot, simply visit www.dreamretirementinmexico.com/webinar and choose the date and time that works best for you.   Key Moments:  00:10 Exciting completion of huge infrastructure projects in Mexico. 06:27 Cancún: metropolitan city with infrastructure improvement. 07:51 Diverse routes needed for Tulum's growth plan. 10:30 Consider your needs and budget when choosing. 13:58 Key aspects of developer stability and funding. 17:06 Location crucial for condo hotel rental experience. 22:45 Oceanfront condo hotel in Puerto Morelos, Mexico. 24:41 Pre-construction financing via wire transfer with terms. 29:46 Inquiring about social and environmental responsibility in development. 33:55 Find licensed, trusted realtors in each area. 34:50 Thoroughly discuss investment with agents for success.

    Episode 42 - Exploring Puerto Vallarta Real Estate: Trends, Opportunities, and Investment Insights

    Play Episode Listen Later Mar 29, 2024 34:53


    In this episode, our hosts Risa Morimoto and Taniel Chemsian deep dive into the burgeoning real estate market of Puerto Vallarta. They shed light on the appealing investment opportunities that lie in the expansive ocean view condos of Lázaro Cárdenas and the hidden gems within the rapidly evolving neighborhoods of Versalles and Fluvial.  Listen in as they share invaluable tips for prospective buyers considering the Mexican market, from understanding the regional climate to navigating property transactions.  The episode features exclusive insights into the fast-paced growth of the romantic zone, its effect on surrounding areas, and the promising shift in market dynamics. Discover why 2024 could be an opportune time to invest, the realities of the Bahía de Banderas market post-recession, and strategies for managing vacation rentals compliant with local laws.  Whether you're looking to retire, relocate, or invest in Mexico, this episode is packed with expertise and advice to guide you toward your dream retirement.   Want to learn more about purchasing real estate in Mexico? Join our FREE WEBINAR! Host Risa Morimoto, Puerto Vallarta real estate broker Taniel Chemsian, and healthcare specialist Pamela Thompson share their expertise and insider knowledge about the most popular expat destinations in Mexico, basics of buying real estate and healthcare options for foreigners. They will be there to guide you through the process and answer any questions you may have. To secure your spot, simply visit www.dreamretirementinmexico.com/webinar and choose the date and time that works best for you. Key Moments:  09:49 Cities outpace government, supply and demand issues. 13:18 Older properties in the romantic zone appreciate significantly. 16:41 Evaluated condo, almost caught by a nosy owner. 19:28 Verify info by consulting a reputable real estate agent. 22:07 Versalles neighborhood transforming with modern amenities. 24:41 Bahía de Banderas, Airport, Versalles, Fluvial, romantic zone. 28:32 Lázaro Cárdenas: Traditional with modern amenities, affordable. 32:07 Prepare, research, and tour before buying property.

    Episode 41 - Renting Property in Mexico: A Comprehensive Guide for International Tenants

    Play Episode Listen Later Mar 22, 2024 18:53


    In this episode of "Dream Retirement In Mexico," host Risa Morimoto shares a comprehensive guide on renting property in Mexico. She emphasizes the importance of understanding the rental market dynamics and legal aspects and provides essential tips for finding and renting the perfect property hassle-free. Risa covers various rental locations, property types, and resources to streamline the search process and the critical steps involved in initiating the rental process and understanding tenant rights. Listeners will gain valuable insights into confidently navigating the rental market in Mexico and securing their dream property. Stay tuned for expert advice and practical tips to make your Mexico rental experience exciting and rewarding.   Want to learn more about purchasing real estate in Mexico? Join our FREE WEBINAR! Host Risa Morimoto, Puerto Vallarta real estate broker Taniel Chemsian, and healthcare specialist Pamela Thompson share their expertise and insider knowledge about the most popular expat destinations in Mexico, basics of buying real estate and healthcare options for foreigners. They will be there to guide you through the process and answer any questions you may have. To secure your spot, simply visit www.dreamretirementinmexico.com/webinar and choose the date and time that works best for you.   Key Moments:  00:10 Renting property in Mexico guide for newcomers. 04:45 Short term vs. long term rentals in Mexico 09:27 Research property management, rental process, Mexico tenancy. 10:50 Consult real estate attorney, review lease carefully. 16:07 Notify the landlord and maintain a positive relationship. Be patient.

    Episode 40 - Temporary vs. Permanent Residency in Mexico in 2024: A Financial Guide with Dr. Gabrielle Smith

    Play Episode Listen Later Mar 15, 2024 58:27


    In this episode, residency expert Dr. Gabrielle Smith delves into the essentials of securing residency in Mexico. She shares her extensive knowledge and personal journey, providing insights into the financial prerequisites and procedural intricacies for both temporary and permanent residency. Discover the common pitfalls to avoid, the importance of attention to detail when applying, and strategies for a successful transition to life in Mexico. If you're contemplating making Mexico your home, this episode offers invaluable guidance to help navigate the complexities of the immigration process.   Want to learn more about purchasing real estate in Mexico? Join our FREE WEBINAR! Host Risa Morimoto, Puerto Vallarta real estate broker Taniel Chemsian, and healthcare specialist Pamela Thompson share their expertise and insider knowledge about the most popular expat destinations in Mexico, basics of buying real estate and healthcare options for foreigners. They will be there to guide you through the process and answer any questions you may have. To secure your spot, simply visit www.dreamretirementinmexico.com/webinar and choose the date and time that works best for you. Key Moments:  06:53 Growing trend of frequent short-term international travel. 11:54 Consulate appointments and financial thresholds vary widely. 14:24 Verify, apply, and meet specific financial requirements. 20:35 Permanent residency requires retirement age, financial threshold. 21:43 Qualify with 6 months income or 12 savings. 26:58 Unable to access pension until reaching an eligible age. 28:46 Apply for permanent residency in Mexico City. 33:34 Delays in visa validation process, attention to details. 37:02 Clients use consistent addresses for immigration purposes. 37:47 Advised to change address due to legal requirements. 43:26 Correct visa display essential for smooth processing. 46:04 Immigration process in Mexico City offices described. 56:37 Mexican citizenship through marriage and children. About the Guest -  Dr. Gabrielle Smith's career trajectory took an unexpected turn when the global pandemic brought her academic endeavors to a halt. Known for her adaptability and preference for warm weather—often found in short sleeves regardless of the cold—she faced job loss due to economic strains caused by the pandemic. Undeterred, Dr. Smith sought new opportunities and through a friend's suggestion, discovered a niche in visa assistance services. Leveraging her academic expertise and new knowledge in immigration, she reinvented her professional path, showing remarkable resilience and dedication to helping others navigate their way through challenging visa processes. Her story is a powerful example of adaptability in the face of unforeseen circumstances.

    Episode 39 - Exploring Real Estate in Mexico for Your Dream Retirement: Pros and Cons of Pre-construction

    Play Episode Listen Later Mar 8, 2024 13:33


    In this episode, host Risa Morimoto breaks down the pros and cons of buying pre-construction in Mexico, shedding light on crucial considerations for anyone looking to retire or live in this vibrant country. From lower initial costs to potential for appreciation and customization options, she explores the advantages while also highlighting concerns such as construction delays, uncertain surrounding developments, and legal and regulatory risks. Join us as we uncover the nuances of investing in pre-construction properties in Mexico and gain valuable insights into making informed decisions for your dream retirement. Want to learn more about purchasing real estate in Mexico? Join our FREE WEBINAR! Host Risa Morimoto, Puerto Vallarta real estate broker Taniel Chemsian, and healthcare specialist Pamela Thompson share their expertise and insider knowledge about the most popular expat destinations in Mexico, basics of buying real estate and healthcare options for foreigners. They will be there to guide you through the process and answer any questions you may have. To secure your spot, simply visit www.dreamretirementinmexico.com/webinar and choose the date and time that works best for you.   Key Moments:  03:22 Buying pre-construction in Mexico: pros and cons 06:37 Pre-construction deals including hotel-style spaces and guarantees. 11:26 Select an experienced agent, research, understand risks.

    Episode 38 - Retiring in the Riviera Maya in 2024: Real Estate Insights with Susi MacDonald

    Play Episode Listen Later Mar 1, 2024 34:55


    In this episode, Risa Morimoto and Susi MacDonald, dive deep into the allure of retiring in the stunning Riviera Maya. With over 12 years of local experience, Susi shares invaluable insights on the region's property market—from the popularity of Tulum, the growth of Puerto Morelos, to the holistically inclined Playa del Carmen. Discover the significance of working with reputable builders and understanding Mexican real estate laws to secure your dream home. Learn about sustainable development along the coral-kissed shores extending from Cancun to Cozumel. Listen as they discuss the benefits of the area's cool turquoise waters, the reduction of sargassum seaweed, and the amenities that entice retirees and digital nomads alike. Whether you're curious about the local community of Puerto Aventuras or the lively Fifth Avenue in Playa del Carmen, this episode offers a treasure trove of information for anyone considering a serene retirement in beautiful Mexico.   Want to learn more about purchasing real estate in Mexico? Join our FREE WEBINAR! Host Risa Morimoto, Puerto Vallarta real estate broker Taniel Chemsian, and healthcare specialist Pamela Thompson share their expertise and insider knowledge about the most popular expat destinations in Mexico, basics of buying real estate and healthcare options for foreigners. They will be there to guide you through the process and answer any questions you may have. To secure your spot, simply visit www.dreamretirementinmexico.com/webinar and choose the date and time that works best for you.   Key Moments:  04:32 Real estate agent prioritizes responsibility and experience. 06:47 Yucatan Peninsula: limestone ground, 10,000+ cenotes. Land development regulated by density. 11:34 Unique boutique projects in growing, sustainable area of Puerto Morelos 14:00 Playa del Carmen has growth development and variety. 18:20 Playa del Carmen's 5th Avenue: tourist hotspot. 20:26 Playa del Carmen attracts a remote working demographic. 28:09 New airport in Tulum fulfills important promises.   About the Guest  Susi MacDonald's journey from a teenager to a savvy investor commenced with a family move at the age of 15, triggered by her father's job. They settled in a place they once visited on vacation and had since become a yearly go-to spot, enamored by its continuous development. Two decades later, armed with an entrepreneurial spirit, Susi took a leap into real estate investment in this cherished area. Despite facing a different and challenging process, she meticulously worked with a knowledgeable realtor and trusted attorney to navigate the complexities of buying land in a new country. Susi's tenacity and thoroughness paid off, allowing her to not only succeed in her investment but also to gain valuable insight into the nuances of international real estate compared to her experiences in the U.S. Her story encapsulates the essence of strategic investment and the rewards of embracing change.

    Episode 37 - Should You Retire to Mexico: Essential Considerations for Your Dream Retirement

    Play Episode Listen Later Feb 23, 2024 24:05


    Should you retire to Mexico? Host Risa Morimoto takes us through the various factors to consider when contemplating retiring in Mexico, from cost of living to cultural adjustments. Risa discusses the appeal of Mexico as a retirement destination, the realities of living in the country, and the importance of thorough research and exploration before making this life-changing decision. Join us as we explore the pros and cons of retiring in Mexico and gain insights into the considerations you should keep in mind before making such a significant move.   Want to learn more about purchasing real estate in Mexico?Join our FREE WEBINAR! Host Risa Morimoto, Puerto Vallarta real estate broker Taniel Chemsian, and healthcare specialist Pamela Thompson share their expertise and insider knowledge about the most popular expat destinations in Mexico, basics of buying real estate and healthcare options for foreigners. They will be there to guide you through the process and answer any questions you may have. To secure your spot, simply visit www.dreamretirementinmexico.com/webinar and choose the date and time that works best for you.   Key Moments:  04:53 Consider Mexico for retirement due to cost. 10:18 Rent in different neighborhoods, consider local amenities. 11:32 Considerations for buying property in Mexico: webinars, financing, taxes, weather. 14:37 Consider living in a rural town or expat community. 19:02 Consider options for relocating based on priorities. 23:41 Explore Facebook groups, attend Mexico retirement webinar. Exciting! 24:49 Options and flexibility for a happy retirement.

    Episode 36 - Securing Residency and Property in Mexico: Dr. Aaron Bryant's Retirement Journey Unveiled

    Play Episode Listen Later Feb 16, 2024 49:20


    In this episode, Dr. Aaron Bryant shares his insightful experiences and valuable advice on retirement and property ownership in Mexico. Dr. Bryant discusses the benefits of obtaining permanent residency in Mexico, navigating the real estate market, and efficiently obtaining credit and financial opportunities. He also shares his journey of finding tranquility in Puerto Vallarta and offers practical tips for saving money while traveling. Stay tuned to gain valuable insights from Dr. Bryant's expertise and experiences!   Want to learn more about purchasing real estate in Mexico?Join our FREE WEBINAR! Host Risa Morimoto, Puerto Vallarta real estate broker Taniel Chemsian, and healthcare specialist Pamela Thompson share their expertise and insider knowledge about the most popular expat destinations in Mexico, basics of buying real estate and healthcare options for foreigners. They will be there to guide you through the process and answer any questions you may have. To secure your spot, simply visit www.dreamretirementinmexico.com/webinar and choose the date and time that works best for you.   Key Moments:  05:39 Issues with moving to Mexico and buying a vehicle. 17:01 Negotiating price for sale or rent. Value increases. 22:55 Look for a reputable developer with capital and vision. 25:56 Do your homework before dealing with people. 32:01 Invest in property for a family vacation place. 36:36 Avoid tourist taxes, pursue financial advantages in Mexico. 38:04 Financing property in Mexico through Intercam causes taxes. 43:07 Limit your expenses with your income. 46:56 Effort and planning can lead to enjoyment. 48:09 Leverage trip for better economic opportunities. Do research.   About the Guest -  Aaron Bryant retired in 2019 and decided to take advantage of the opportunity to travel after his divorce. As a mental health advocate, he was transparent about his need for tranquility and found it in Puerto Vallarta. He continues to travel to different places, but Puerto Vallarta holds a special place in his heart and feels like home to him.

    Episode 35 - Top 5 Affordable Towns in Mexico for Retirement: A Comprehensive Guide

    Play Episode Listen Later Feb 9, 2024 29:57


    In this episode, Risa delves into the top 5 most affordable towns in Mexico for retirees. From the tranquil lakeside communities of Ajijic and Chapala to the vibrant cultural scene in Oaxaca, Risa explores the cost of living, housing options, and the allure of each location. Listeners will learn about the affordable lifestyle, rich cultural tapestries, and the availability of amenities in these Mexican towns. Risa also delves into the importance of learning basic Spanish and navigating daily life in these communities.   Want to learn more about purchasing real estate in Mexico?Join our FREE WEBINAR! Host Risa Morimoto, Puerto Vallarta real estate broker Taniel Chemsian, and healthcare specialist Pamela Thompson share their expertise and insider knowledge about the most popular expat destinations in Mexico, basics of buying real estate and healthcare options for foreigners. They will be there to guide you through the process and answer any questions you may have. To secure your spot, simply visit www.dreamretirementinmexico.com/webinar and choose the date and time that works best for you.   Key Moments: 06:27 Consider caveats and costs, but embrace community. 09:22 Oaxaca offers affordable groceries, transportation, and utilities. 11:47 Quality healthcare in Oaxaca, vibrant Guanajuato. 14:45 Guanajuato offers diverse experiences in cultural richness. 21:11 Explore Mayan ruins, art, culture, and food. 23:29 Querétaro, Mexico: Colonial charm, affordable living. 27:02 Plan based on realistic income and location.

    Episode 34 - Dream Retirement in Mexico: Top Beach Towns in Mexico for 2024

    Play Episode Listen Later Feb 2, 2024 34:43


    In this episode, Risa showcases the top beach towns in Mexico for 2024 that are perfect for a dream retirement. From the laid-back lifestyle of Playa Del Carmen on the Riviera Maya, to the affordable paradise of Bucerías, and the perpetual summer climate of Cabo San Lucas, Risa explores the diverse retirement options available in Mexico.  She discusses the top places where expats are going plus nearby alternatives for those who may not be able to afford these popular beach towns. Join us as we delve into the low cost of living, lively expat communities, and the abundance of outdoor activities awaiting retirees in these sought-after locations. Whether you're dreaming of snorkeling, hiking amidst Mayan Ruins, or savoring fiery Mexican flavors, these town destinations offer an idyllic retirement haven for those seeking adventure and relaxation.  Stay tuned as Risa also shares insights into Puerto Vallarta, Playa del Carmen, and Cabo San Lucas, and invites you to a free webinar on retiring in Mexico. Don't miss this episode highlighting the top beach towns in Mexico for your dream retirement in 2024.   Want to learn more about purchasing real estate in Mexico?Join our FREE WEBINAR! Host Risa Morimoto, Puerto Vallarta real estate broker Taniel Chemsian, and healthcare specialist Pamela Thompson share their expertise and insider knowledge about the most popular expat destinations in Mexico, basics of buying real estate and healthcare options for foreigners. They will be there to guide you through the process and answer any questions you may have.   To secure your spot, simply visit www.dreamretirementinmexico.com/webinar and choose the date and time that works best for you.   Key Moments:  06:34 Choose neighborhood, reputable agent, real estate basics. 08:23 Puerto Vallarta: diverse, vibrant community, beach alternative. 10:46 Bucerías: Sun, beach, outdoor lifestyle, community, golf. 15:03 Cabo lifestyle: laid back, diverse, affordable. 18:43 Consider Todos Santos, a vibrant Baja neighbor. 22:53 Todos Santos: a cultural beach town tapestry. 25:18 Playa del Carmen's summer heats with seaweed. 28:04 In Playa del Carmen, diverse community, personal growth.

    Episode 33 - Real Estate Insights: Buying Property in Mexico with Jessica Riedesser

    Play Episode Listen Later Jan 26, 2024 29:12


    In this episode, our host Risa Morimoto sits down with Jessica Riedesser, a lawyer specializing in real estate and immigration services in Mexico. With her years of experience, Jessica offers invaluable insights into the intricacies of purchasing property in Mexico, including details about trust arrangements, costs involved, and the impact of the strong peso. From pre-construction property risks to the importance of legal counsel, this episode is packed with essential information for anyone considering retirement in Mexico. Stay tuned for an enlightening discussion on tax obligations, residency benefits, and the importance of proper legal documentation in real estate transactions.   Want to learn more about purchasing real estate in Mexico?  Join our FREE WEBINAR! Host Risa Morimoto, Puerto Vallarta real estate broker Taniel Chemsian, and healthcare specialist Pamela Thompson share their expertise and insider knowledge about the most popular expat destinations in Mexico, basics of buying real estate and healthcare options for foreigners. They will be there to guide you through the process and answer any questions you may have. To secure your spot, simply visit www.dreamretirementinmexico.com/webinar and choose the date and time that works best for you.   Key Moments:  03:33 Foreigners must purchase through a bank trust when buying in the restricted zone 09:23 Requirement to keep legal invoices for transactions. 11:33 Busy times due to COVID, remote property deals. 16:59 Know your rights before taking possession of property. 20:04 Mexican residency entails fiscal obligation and benefits. 26:14 Designate a substitute to avoid probate delays. 27:05 Choose substitute beneficiaries early to avoid costs.   About the Guest -  Jessica Riedesser is a knowledgeable real estate attorney with expertise in the restricted maritime zone property purchases in the Puerto Vallarta area. She is well-versed in the process of purchasing through a bank trust, ensuring that the foreign buyer owns the rights to the property while the bank holds the legal ownership. With her thorough understanding of the permitting process through the foreign affairs office, Jessica ensures a safe and secure transaction for her clients. Her expertise also extends to helping clients designate substitute beneficiaries, adding an extra layer of security to their investment. Overall, Jessica is a trusted resource for foreigners looking to purchase property in the restricted maritime zone, providing a smooth and secure process every step of the way.

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