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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Some of the rental websites she recommends for research or finding properties are

www.airbnb.com

www.vrbo.com

www.vivanuncios.com.mx

www.inmuebles24.com

mercadolibre.com.mx/l/metroscubicos

www.homie.mx/inmuebles

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.

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.

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/

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.

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.

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.

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.

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.

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.

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.

In this episode of Dream Retirement In Mexico podcast host Risa Morimoto is joined by real estate experts Tracey and Glen Muir, along with lawyer Jonatan Espinosa, to delve into the world of real estate in Los Cabos. The guests share their experiences, expertise, and valuable insights into purchasing property in Mexico, emphasizing the unique challenges and considerations involved.

From navigating the intricacies of buying property within restricted zones to the importance of professional guidance and due diligence, this episode offers a wealth of information for anyone considering real estate in this vibrant region. 

Take advantage of the opportunity to gain valuable knowledge from these seasoned professionals as they debunk myths and shed light on the joys and potential pitfalls of purchasing property in paradise.

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: 

04:48 Teaching real estate in Mexico through 12-week programs.

06:45 Started law firm in Cabo, aiding foreigners.

10:41 Buying property in Mexico is a unique experience.

16:38 Living by the ocean has benefits and protection.

24:19 Real estate professionals handle property ownership details.

27:33 Different types of due diligence reports explained.

30:58 The Baja is a unique travel destination.

36:25 Real estate market in Cabo is growing.

38:32 Growing dental and medical tourism market

About the Guests -

Glen Muir is a real estate expert with a strong background in property investment. He has successfully made the leap into buying investment properties himself and has provided valuable support and guidance to others in the real estate market. His personal experience has given him credibility and the ability to offer peace of mind to first-time buyers and investors.

Tracey is a seasoned entrepreneur with a passion for sustainable business practices. She has a successful track record of creating and managing environmentally friendly businesses and is dedicated to promoting sustainability in all aspects of her work.

Jonathan is a reputable lawyer with extensive experience in real estate law. He is known for providing exceptional legal counsel to clients navigating the complexities of property purchasing and investment. Jonathan has built a solid reputation for delivering peace of mind to his clients through his expertise and professionalism in the legal field.

In this episode of Dream Retirement in Mexico podcast hosts Risa Morimoto and Taniel Chemsian provide valuable insights into acquiring and owning real estate in Mexico's coastal cities, with a specific focus on Puerto Vallarta.

They discuss the nuances of legal requirements, tax considerations, and neighborhood exploration, offering practical advice for potential property buyers. It's an informative and valuable resource for anyone considering retirement or property investment in Mexico.

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: 

04:30 Ownership rights secure, heirs inherit property. No probate.

09:22 Renting a condo in Mexico requires tax registration.

12:36 Free webinar offers essential info on Mexican real estate.

15:03 Consult expert, explore diverse areas before buying.

16:59 Exploring off the beaten path in Mexico.

In this episode of Dream Retirement In Mexico podcast our hosts and financial expert Bryant Palma dive into crucial financial planning strategies for retiring in Mexico. From currency exchange considerations to real estate investment insights, the episode emphasizes the need for due diligence and professional advice tailored to individual financial situations.

The discussion provides valuable tips and strategies for navigating the financial aspects of retiring in Mexico, offering a wealth of information for those considering retirement or investment in the country.

Interested in learning more about relocating or retiring to Mexico?  

Join our FREE WEBINAR - Dream Retirement in Mexico.   

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.

Stay tuned for practical insights on retiring and investing in Mexico, and until next time, happy retirement dreaming!

Key Moments: 

05:06 Mexico is positioning itself as a go-to country.

09:02 Consider currency and bank options for foreigners.

11:50 Consider using local experts for real estate.

14:42 Currency exchange affects financial planning and priorities.

18:06 Mexico's growth attracts investors seeking stability.

22:10 Notary rules differ in US, Canada, Mexico.

24:55 Notary fees vary by state, shop around.

29:02 Remodeled house led to legal issues. Be cautious.

30:32 Housing prices have doubled, investment in pesos/dollars.

34:56 Mexico offers safe real estate transactions, but caution.

About the Guest - 

Bryant Palma is a successful entrepreneur and international business professional. After working in the banking industry, specializing in currency exchange, Bryant decided to follow his passion and open his own business. He wanted to provide his clients with a wider range of products and services that he couldn't offer at the bank due to its limitations. Thanks to the support of his clients, Bryant's business has exceeded expectations, reaching the breakeven point in just 9 months, far surpassing the typical 3 to 5 year timeframe for new businesses. Bryant is grateful for the support and looks forward to continued success in his venture. You can connect with Bryant at https://atglegalmexico.com/

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.

In this episode of Dream Retirement In Mexico podcast, hosts Risa Morimoto and Taniel Chemsian take you on a virtual tour of Puerto Vallarta's neighborhoods, highlighting the real estate opportunities in Fluvial, the romantic zone, and the marina area, while also sharing insights into the 2023 real estate market.

Additionally, Risa and Taniel discuss their personal experiences and property renovations, offering valuable tips for retirees and investors.

Interested in learning more about relocating or retiring to Mexico?  

Join our FREE WEBINAR - Dream Retirement in Mexico.   

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.

Stay tuned for practical insights on retiring and investing in Mexico, and until next time, happy retirement dreaming!

Key Moments: 

05:52 Real estate market shows strong travel trends.

09:08 Amapas and surrounding areas see construction growth.

12:12 Investment property tax advice for potential buyers.

15:51 Urban area attracts various demographics with activities.

17:12 Romantic Zone offers varied, limited scenic views.

24:10 Rapid development in the small town of Bucerías.

26:12 Consider pre-construction for rising property values, or rent.

In this episode of Dream Retirement In Mexico podcast, host Risa Morimoto and guest Cindy DuChateau dive into the complex world of expat tax services and the unique challenges of living abroad, particularly in Mexico.

Cindy's firm specializes in US tax preparation and accounting for the American community in Puerto, providing expert guidance on navigating the intricacies of foreign tax laws. The conversation covers crucial topics such as reporting foreign income, changes in digital payment platforms like PayPal, taxation laws related to short-term rentals, and specific IRS forms and reporting requirements for expats.

Listeners gain valuable insights into the implications of these tax changes and the importance of working with knowledgeable accountants who understand the complexities of the international tax system.

Whether you're considering relocating abroad or have already made the move, this episode offers essential information to help you navigate the ever-evolving landscape of expat tax and financial considerations.

Interested in learning more about relocating or retiring to Mexico?  

Join our FREE WEBINAR - Dream Retirement in Mexico.   

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: 

04:57 US citizens and green holders file taxes annually.

09:20 Rentals subject to VAT tax, source location.

12:17 Report tax ID number for rental property.

19:48 Accounting mess with PayPal; separate personal expenses.

22:41 Form 8858 changes and IRS decision in 2023.

24:16 Report foreign assets, income in complex form.

30:45 IRS leniency on retirement withdrawals, tax deferment. New SECURE Act 2.0 and inherited IRAs. Increased age for required distributions.

33:43 Assisting expats to navigate life abroad.

About the Guest : 

Cindy DuChateau is a dedicated advocate for educating individuals about the complexities of US tax laws for expatriates. With 9,000,000 people currently living outside the United States, Cindy's firm focuses on helping people understand their tax obligations when living abroad. She is passionate about clearing up misinformation and ensuring that individuals are in compliance with US law. Cindy's dedication to education and awareness has helped numerous expatriates navigate the complexities of international tax laws.

In this episode of Dream Retirement In Mexico podcast, hosts Risa Morimoto and Taniel Chemsian are joined by Nannette Thomas to discuss the intricacies of retiring abroad, specifically in Mexico. The conversation delves into maintaining ties to the US while residing in Mexico, including the importance of having a US address, managing US bank accounts, and handling US income. Nannette emphasizes the significance of setting up wills and trusts for individuals living abroad and recommends opening a Charles Schwab account to manage income while minimizing fees effectively.

Healthcare is a crucial topic, as Nannette discusses her experience with the Mexican health care system, including utilizing Medicare and purchasing a private catastrophic insurance plan. She underlines the necessity of having a plan in place for unexpected illness or death while living abroad, stressing the importance of comprehensive coverage and proper preparation. The episode also provides a detailed view of daily life in Mexico, exploring the diverse cultural experiences, adjustments to smaller town living, and the efficiency of services and infrastructure. 

Nannette shares her personal living situation and the cost of living in Mexico, offering valuable insights into the lifestyle options available in the area. Listeners are treated to an informative and engaging discussion, offering practical guidance for those considering retirement abroad, particularly in Mexico. Nannette's expertise and firsthand experiences provide a comprehensive understanding of the financial and healthcare considerations of pursuing a dream retirement south of the border.

Interested in learning more about relocating or retiring to Mexico?  

Join our FREE WEBINAR - Dream Retirement in Mexico.   

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: 

03:38 Expats in the Lakeside region near Guadalajara.

07:30 Adapting to small town life without fast food.

10:26 Friend faced internet transfer issues, communication challenges.

19:42 Plan your appointments and shopping efficiently.

28:06 International insurance and emergency evacuation coverage options.

33:02 Crisis motivates, valuable experiences, US-Mexico.

About the Guest - 

Nannette Thomas was born and raised in Philadelphia, Pennsylvania, but spent the majority of her adult life in Los Angeles, California. After retiring from the Los Angeles Unified School District, she moved to Atlanta, Georgia to escape the high cost of living in LA. Disheartened by the political climate in the US, Nannette began exploring options for living abroad. She considered countries in Central and South America, as well as Mexico, before deciding to seek a new life outside of the United States.

In this episode of Dream Retirement In Mexico podcast, Cartess Ross shares his journey towards retirement in Mexico. From his initial lack of financial planning to finding safety, savings, and superior healthcare in Merida, Mexico, Cartess discusses the positive impact of moving to Mexico with his family.

He highlights the affordability and high-quality care of the healthcare system, as well as the significant reduction in living expenses. Cartess also recommends firsthand exploration of Mexico and shares resources for those considering a life abroad. 

Interested in learning more about relocating or retiring to Mexico?  

Join our FREE WEBINAR - Dream Retirement in Mexico.   

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: 

06:22 Arrived in Colombia unsure, ended up loving it.

11:43 Police officers drove and helped with enthusiasm.

15:09 Emergency surgery needed for a huge ovarian cyst.

17:30 Excellent care, concerns about long-term care.

25:51 Mistake in comparing housing costs in Mexico.

29:48 Recently moved to a rural area, enjoying independence.

33:44 Face your fears by visiting for yourself.

34:27 Media paints a bad picture, real experience is different.

About the Guest:

Cartess Ross was born in Mississippi but spent much of his early life traveling around the United States due to his father's military career. After serving in the Air Force for four years, Cartess continued to move around the country, never settling in one place for long. Eventually, he got married and had five children, four girls and one boy. His nomadic lifestyle and love for adventure have shaped his personal and professional endeavors.

How to connect Cartess Ross:

Website - https://www.moveabroadandthrive.com/

Youtube Channel - https://www.youtube.com/moveabroadandthrive

In this episode, Risa Morimoto and Taniel Chemsian provide a comprehensive guide for long-term snowbirding in Mexico. They cover essential topics such as visas, accommodations, and living costs, offering valuable insights and practical tips for a successful and fulfilling experience.

Their discussion emphasizes the importance of thorough planning and consideration of various aspects, including financial preparation, emergency contacts, and logistical considerations. 

Overall, the episode is an invaluable resource for individuals contemplating an extended stay in Mexico, providing a wealth of information to support a smooth transition and enjoyable winter retreat.

Interested in learning more about relocating or retiring to Mexico?  

Join our FREE WEBINAR - Dream Retirement in Mexico.   

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 free spot, simply visit www.dreamretirementinmexico.com/webinar and choose the date and time that works best for you.

Key Moments : 

03:31 Visa duration not guaranteed, check before planning.

07:17 Landlord required leases at notary's office.

10:14 Budget for rent, utilities, transportation, insurance, food, travel.

14:42 Small businesses may not accept credit cards.

19:39 Plan ahead, consider language, have emergency contacts.

In this episode of the Dream Retirement in Mexico podcast, host Risa Morimoto interviews Carolina Sanchez, a real estate agent in San Miguel de Allende. Carolina shares her personal background, growing up in Mexico and later moving to the United States before ultimately deciding to return to her roots in Mexico.

She explains why San Miguel de Allende is a popular retirement destination, highlighting its diverse culture, beautiful climate, and affordable cost of living compared to the United States. Carolina discusses the different neighborhoods in San Miguel de Allende, such as San Antonio, Guadiana, Guadalupe and how each offers something unique to potential retirees. 

She also showcases two properties available for sale: a piece of land in San Antonio and a charming colonial house in a gated community. Carolina advises listeners to visit San Miguel de Allende for an extended period of time to explore the different neighborhoods and determine which one suits their lifestyle best. She concludes by sharing her contact information for those interested in learning more about living in San Miguel de Allende.

Interested in learning more about relocating or retiring to Mexico?  

Join our FREE WEBINAR - Dream Retirement in Mexico.   

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: 

01:57 Returned to Mexico for roots, culture, family.

03:41 Global diversity enriches and attracts people to San Miguel.

06:37 Desirable neighborhoods close to the historic center.

12:15 Beautiful land in San Antonio, great investment.

18:15 Gated community home, perfect for renting.

21:34 Rent: 2nd month, first, last, deposit. No credit score required.

22:34 Recommendations for experiencing San Miguel as a resident.

In this episode of the Dream Retirement in Mexico podcast, our hosts Risa Morimoto and Taniel Chemsian, chat with the vibrant Dr. Gabrielle Smith about her experiences living in the magnificent city of Mexico.

Dr. Gabrielle takes us on a journey through the bustling streets, sharing her favourite neighbourhoods, transportation tips, and the eclectic food scene that makes Mexico City a true gastronomic delight.

They also uncover the hidden gems of the city, from the sprawling Chapultepec Forest to the charming towns of Guadalajara, Oaxaca, Puebla, and Cuernavaca.

Get ready to be inspired as Dr. Gabrielle Smith provides insights into the vibrant culture, affordable living, and countless possibilities that await those seeking their dream retirement in Mexico City.

Interested in learning more about relocating or retiring to Mexico?  

Join our FREE WEBINAR - Dream Retirement in Mexico.   

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: 

06:40 Foreigners reside in Roma Norte, La Condesa, and Polanco.

07:26 Polanco: Beautiful but sterile. Prefer more local neighborhoods. La Condesa: Gorgeous with parks, vibrant vibe. Mexico: Lung of Condesa, vendors, music, classes.

18:53 Fabulous experience with set menu and flavored water.

23:47 Gorgeous area nearby with options.

28:02 Limited space but favorite service for dogs.

28:58 Penthouse apartment, found online, lucked out.

About the Guest : 

Dr. Gabrielle Smith, PhD is a mexican residency and visa expert based in Mexico City, Mexico.  She specializes in helping foreigners from all over the world obtain their temporary or permanent visas to Mexico.

In this episode of Dream Retirement in Mexico podcast, host Risa Morimoto and guest Susana MacDonald discuss health insurance in Mexico for retirees and expats. Susana, who sells health insurance and works in the real estate industry, provides valuable insights.

She highlights key points such as the availability of health insurance for foreigners in Mexico, the age limitations for purchasing Mexican national insurance, the importance of disclosing pre existing medical conditions when applying for insurance, and the affordability of medical treatment in Mexico.

Susana emphasizes the need for transparency when discussing lifestyle habits such as smoking and drinking with insurance providers to avoid coverage problems in the future. They also discuss prescription medication coverage and the importance of purchasing from reputable pharmacies.

This episode provides crucial information for those considering relocating to Mexico and seeking proper health insurance coverage in their retirement years.

Interested in learning more about relocating or retiring to Mexico?  

Join our FREE WEBINAR - Dream Retirement in Mexico.   

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: 

[00:06:39] Disclose all ailments for insurance coverage clarity.

[00:08:10] Disclose all information to the insurance adviser.

[00:13:56] Medical insurance covers major expenses internationally.

[00:16:08] Consider buying travel insurance for extra coverage.

[00:20:36] FDA regulations crucial when purchasing medications. Be cautious.

[00:22:32] Choose bigger companies, ask upfront and be transparent.

About the Guest: 

Susana MacDonald is a real estate professional helping individuals find their dream properties in the stunning locales of Cancun, Playa Del Carmen, and Tulum for over a decade.

Her passion for this breathtaking region of the world runs deep, and her knowledge of the local real estate market is as thorough as it gets. Whether you're seeking to invest in a new property or looking to sell your existing one, she is here to guide you every step of the way.  She has been featured on House Hunters International several times, guiding her clients to find their perfect home in the Yucatan peninsula.

At the core of her commitment is safeguarding your investments. As a licensed real estate professional, she is dedicated to ensuring that your real estate transactions are not just smooth but also secure. Your peace of mind is her priority.

In this episode of the Dream Retirement in Mexico podcast, hosts Risa Morimoto and Taniel Chemsian discuss the benefits of living in Mexico for individuals over 60. 

One of the main advantages of retiring in Mexico is the lower cost of living compared to other parts of the world. They then dive into the benefits provided by the National Institute For Older Adults (INAPAM) for individuals above 60. These benefits include discounts on property tax, water bills, transportation, stores, pharmacies, and even airlines. They mention that cultural centers, museums, and certain restaurants also offer discounts to cardholders. To obtain the card, foreigners need to provide their passport, residency card, court registry number, proof of residency, and undergo an interview process. 

Interested in learning more about relocating or retiring to Mexico?  

Join our FREE WEBINAR - Dream Retirement in Mexico.   

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.  It’s free so what are you waiting for?

In this episode of Dream Retirement In Mexico podcast, host Risa Morimoto welcomes guest Riviera Maya region real estate agent Susana MacDonald to discuss the latest developments and opportunities in Mexico's real estate market. They begin by highlighting the accessibility of transportation in the area, particularly with the future addition of a train that will make traveling from the airport to Tulum easier and faster. This improved transportation opens up new areas for exploration, including the rising vacation destination of Bacalar, known for its beautiful lagoons. She emphasizes on the growing trend of developers creating communities with amenities such as natural pools, cenotes, and nature trails.

The importance of working with independent agents and attorneys when purchasing property in Mexico is recommended as they provide vital protection and guidance for buyers. The episode also touches on the upcoming Mayan train project, which will connect the five states of the Yucatán Peninsula, making it easier to access lesser-known areas like Chiapas, Campeche, Yucatán, and Tabasco. Susana also recommends doing thorough research, seeking qualified advice, and exploring different areas to find the right investment opportunity. 

Overall, this episode provides valuable insights for anyone interested in retiring or investing in Mexico's real estate market and encourages listeners to embrace adventure and discover the hidden gems of the country.

Interested in learning more about relocating or retiring to Mexico?  

Join our FREE WEBINAR - Dream Retirement in Mexico.   

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: 

[00:07:15] LeonaVicario creates new market for spacious homes.

[00:09:26] Opportunity for adventure, amenities, and beach proximity.

[00:14:24] Developer, sales team, independent agent, buyers, attorney.

[00:18:25] Major cities have large areas and smaller towns attached. Leona Vicario is growing due to the nearby train. Playa and Tulum also have development, with growth expected in Tulum.

[00:19:43] Train propels growth, especially in Bacalar.

[00:25:36] Invest sooner, seek legal advice, be confident.

About the Guest : 

Susana MacDonald is a real estate professional helping individuals find their dream properties in the stunning locales of Cancun, Playa Del Carmen, and Tulum for over a decade.

Her passion for this breathtaking region of the world runs deep, and her knowledge of the local real estate market is as thorough as it gets. Whether you're seeking to invest in a new property or looking to sell your existing one, she is here to guide you every step of the way.  She has been featured on House Hunters International several times, guiding her clients to find their perfect home in the Yucatan peninsula.

At the core of her commitment is safeguarding your investments. As a licensed real estate professional, she is dedicated to ensuring that your real estate transactions are not just smooth but also secure. Your peace of mind is her priority.

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.

Watch the earlier episode here - https://www.youtube.com/watch?v=hdB0tenClHw

In this episode of Dream Retirement In Mexico, host Risa Morimoto and Taniel Chemsian welcome guest Janet Blaser, an author who shares her experiences living in Mazatlan for the past 17 years. Janet reflects on how her preferences have changed over time, including developing a craving for ranch style Doritos. She advises listeners to start retirement in a place they enjoy, making it as comfortable as possible.

Janet acknowledges the challenges and unexpected situations that can arise and stresses the importance of having a support network. She mentions the need for research and due diligence when seeking medical care in Mexico, recommending bilingual assistance if language barriers exist. 

Janet shares her personal experience of living in a small village, highlighting the importance of access to basic amenities and safety. She also discusses the value of an established expat community in cities like Mazatlan and the practical considerations of healthcare options. 

Join us alongside Puerto Vallarta real estate broker, Taniel Chemsian , and health care specialist, Pamela Thompson, as they share their expertise and insider knowledge. 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: 

[00:00:24] Mazatlan resident shares insight on life changes.

[00:04:08] Crossing border, unexpected language barrier, feeling lost.

[00:09:41] Expats help with advice and convenience in cities.

[00:10:58] "Advice: Find a place you like."

[00:16:57] Mazatlan attracts Mexican tourists during COVID.

[00:23:15] Renovating old buildings, thinking outside the box.

[00:26:41] Health emergency in Spanish: not comfortable, didn't work.

[00:32:26] Limited hospital resources require careful questioning.

[00:41:36] Make your dream retirement in Mexico happen.

About the guest : 

Janet Blaser is a journalist-turned-adventurer who found her way to Mazatlan, Mexico 17 years ago. Seeking a simpler way of life and an exciting new chapter, Janet left behind her career as a reporter in Santa Cruz, California, just as the internet was reshaping the media industry. Drawn to the vibrant tourist scene in Mazatlan, Janet recognized an opportunity and decided to start her own business. Since then, she has wholeheartedly embraced her life in Mazatlan, continuing to thrive in this idyllic coastal city.

How to connect Janet Blaser: 

Website : https://janetblaser.com/

Facebook:  https://www.facebook.com/TheJanetBlaser/

Instagram: https://www.instagram.com/thejanetblaser

In this episode of Dream Retirement In Mexico podcast,  Risa and Taniel discuss various topics related to living and retiring in Mexico. They touch on the importance of language and communication, the pitfalls of closing all accounts too quickly when relocating, the need to gather wisdom from experienced expats, and the significance of distinguishing between factual information and gossip. 

They also emphasize the value of immersing oneself in the local culture, exploring authentic local food, and adapting to cultural differences. They stress the importance of learning the basics of the local language and the significance of building relationships with expats and locals. 

The episode also covers healthcare considerations, including the availability of specialists and necessary medications. 

Finally, they touch on the benefits of experiencing different cultures and the value of getting out of one's comfort zone. Overall, the episode provides valuable insights and advice for those considering retirement or relocation to Mexico.

Join us alongside Puerto Vallarta real estate broker, Taniel Chemsian , and health care specialist, Pamela Thompson, as they share their expertise and insider knowledge. 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: 

[00:00:55] Common mistakes when moving to Mexico discussed.

[00:06:18] False online gossip leads to misinformed assumptions.

[00:08:11] Explore local eateries for authentic cultural experience.

[00:13:18] Bilingual people not everywhere, English not assumed.

[00:14:38] Bond through laughter; don't assume language barriers.

[00:20:32] Time is flexible, don't rush things.

[00:23:27] Ideal balance: local and foreign friends.

[00:30:00] Seek advice from seasoned expats before moving.

[00:32:29] US number rings on Mexican cell phone.

In this episode of the Dream Retirement In Mexico podcast, hosts Risa Morimoto and Taniel Chemsian are joined by guest Dr. Gabrielle Smith to discuss important aspects of moving to Mexico for retirement. The episode covers various topics related to obtaining residency, including the process at consulates, documentation requirements, and changes in visa issuance. 

Dr. Gabrielle, who specializes in standard residency routes, also addresses the challenges of apartment hunting in Mexico City and offers tips for navigating the rental market. The episode highlights the option of using property ownership to qualify for residency and discusses the requirements for this approach. 

Additionally, the hosts emphasize the importance of understanding entry and exit requirements and the benefits of obtaining Mexican residency. Dr. Gabrielle and her team offer comprehensive assistance to those looking to retire in Mexico, helping with the visa process, relocation logistics, and bureaucratic tasks. 

Overall, this episode provides valuable insights and practical advice for those considering a dream retirement in Mexico.

Join us alongside Puerto Vallarta real estate broker, Taniel Chemsian , and health care specialist, Pamela Thompson, as they share their expertise and insider knowledge. 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: 

[00:06:37] No rhyme or reason to Mexico's immigration policies.

[00:08:34] Translate, certify, and notarize documents for US consulate. Exceptions for marrying Mexican citizen or having child on Mexican soil.

[00:13:07] Airbnb incomes prove property ownership for residency.

[00:17:18] Significant increase in office locations and rates.

[00:23:10] 180 days to enter Mexico, convert visa.

[00:26:12] Residency and banking requirements for clients.

[00:28:21] Residency card needed, cautious landlords, challenging apartment hunt.

[00:30:55] Living in Mexico: insurance, banking, housing.

About Dr. Gabrielle Smith : 

Dr. Gabrielle Smith, PhD is a mexican residency and visa expert based in Mexico City, Mexico.  She specializes in helping foreigners from all over the world obtain their temporary or permanent visas to Mexico.

In this episode of Dream Retirement in Mexico, hosts Risa Morimoto and Taniel Chemsian provide valuable insight for prospective buyers interested in purchasing property in Mexico. They stress the importance of considering rental potential when making a purchase, highlighting the Durham Antics Zone as the best area for high rental frequency in the bay. 

While other regions also rent well, they may not have the same rental frequency. They also emphasize on the need for a reliable and experienced team when navigating real estate transactions, including a real estate agent, attorney, and suitable notary for the closing. 

They discuss the differences between buying property in Mexico compared to North America, and recommend using an MLS system to ensure reliable listings. They also provide important information about the process of closing property deals and the restrictions for foreigners buying property in the restricted zone. 

Here is a video explaining more about closing a deal that was mentioned in the podcast - https://www.youtube.com/watch?v=NkKVgattINU

Overall, the episode provides insightful guidance for those considering a dream retirement in Mexico and highlights the unique aspects of purchasing property there.

Join us alongside Puerto Vallarta real estate broker, Taniel Chemsian , and health care specialist, Pamela Thompson, as they share their expertise and insider knowledge. 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: 

[00:03:16] MLS support by Vallarta chapter of AMPI.

[00:07:57] Property manager ensures house well-maintained remotely.

[00:11:56] Clients renting long term in different regions.

[00:14:55] Beautiful town with active beaches and stunning sunsets.

[00:17:59] Vallarta: Beachfront resort with modern and colonial architecture.

[00:21:35] Meeting demand and building projects takes time.

[00:26:20] Foreigners acquiring property in restricted zone need trust.

In Episode 15 of the Dream Retirement In Mexico podcast, hosts Risa Morimoto and Taniel Chemsian sit down with guest Suki Tranqille to discuss their experiences and lessons learned during their journey of moving and buying property in Mexico. 

Suki shares advice and cautionary tales about working with architects as contractors, emphasizing the importance of separate architectural plans and thorough budget examination. They recount their initial plans to move to Mirajin, Colombia, disrupted by the COVID-19 pandemic, which led them to Puerto Escondido in Oaxaca, Mexico instead. 

Suki expresses her love for Oaxaca, a vibrant city that meets the criteria of a mountain town with fresh air, diverse cultural activities, and a vibrant food scene. She also stresses the significance of learning Spanish to navigate daily life and establish connections with locals.

The episode covers important factors to consider when buying property, such as the need for a centralized real estate system in Mexico and the need to take time and not feel pressured into a deal.

Suki concludes by recommending different neighborhoods in Oaxaca based on individual preferences but advises against signing long-term leases and to find a place that matches one's personality.

Key Moments: 

[00:01:23] Happy accident leads to life-changing relocation.

[00:03:24] Unexpectedly ended up in Oaxaca and stayed.

[00:11:10] Expats prefer certain areas with eco parks and golf courses.

[00:24:05] Low maintenance costs and no heating bills.

[00:27:32] Architects in Mexico often act as contractors. Don't hire them for both roles. 

[00:32:49] Learning Spanish saves money, promotes connection.

[00:37:03] Costly mistakes due to lack of information. Watch before buying or renovating homes.

About the Guest -

Suki Tranqille is your trusted guide to navigating the intricate world of Mexican real estate. With extensive experience in buying and renovating property in Oaxaca, Mexico, and a deep appreciation for Mexico's rich culture, Suki brings a unique blend of expertise and passion to buying a home in Mexico.

Born with a spirit of adventure, Suki's interest in real estate began as she explored diverse global housing markets. Her experiences living in various countries ignited a fascination with the intricate processes of purchasing property as a foreigner. This passion led her to buy in the Mexican real estate market, where she has spent years honing her knowledge and establishing invaluable connections.

As the author of the Mexico Home Buying Course, Suki is dedicated to demystifying the complexities of buying property in Mexico. Her witty, approachable demeanor and sharp analytical skills enable her to break down complex concepts into digestible, actionable insights. Suki's course is a haven for those who seek to make their Mexican property ownership dreams a reality without the stress and uncertainty often associated with international transactions.

Suki Tranqille is a discerning consultant, sought after by both first-time buyers and seasoned investors. Her guidance extends beyond the obvious, as she provides personalized advice tailored to individual needs. Suki believes that an informed buyer is an empowered buyer, and she is dedicated to empowering her audience with the knowledge they need to make confident decisions in Mexico's dynamic real estate market.

In this episode of the Dream Retirement in Mexico podcast, Risa is joined by guest Michelle Wedderburn to discuss the process of moving abroad and settling in San Miguel de Allende, Mexico. Michelle emphasizes the importance of self-assessment, urging listeners to prioritize personal preferences and internal factors over the cost of living. She recommends visiting and researching neighborhoods before signing a lease and highlight the challenges and charm of living in an old city like San Miguel de Allende. Financial planning is also discussed, considering factors such as exchange rates, fixed income, and budgeting.

They also delve into various neighborhoods and transportation options in San Miguel de Allende. They stress the importance of considering the feelings and needs of other people coming with you, such as spouses or children. The implications of buying or shipping household items and the need to obtain residency if planning to stay long-term are addressed. Michelle advises listeners to make choices and assess their personal preferences and situations, as cities may suit different people.

Interested in relocating or retiring to Mexico?  Register for our FREE Webinar!  

Join us alongside Puerto Vallarta real estate broker, Taniel Chemsian and healthcare specialist, Pamela Thompson, as they share their expertise and insider knowledge. 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 : 

[00:01:09] From Toronto to Mexico: The Journey to Move Abroad.

[00:04:37] Research, interviews, and a journey to Mexico.

[00:08:27] Important to analyze reasons, emotions, and planning when moving abroad.

[00:13:47] Lucky research trip leads to finding rental.

[00:18:37] Gated communities are popular in city outskirts.

[00:22:32] Starting a business in Mexico is doable but requires legal advice.

[00:29:38] Assess yourself before relocating to Mexico.

[00:36:57] Make your dream retirement in Mexico a reality.

About The Guest : 

Michelle Wedderburn, visionary Founder of Casa ELM Boutique Guesthouse and a dedicated Expat Mentor & Relocation Consultant, has been crafting her life story in the vibrant city of San Miguel de Allende, Mexico, since 2018. With her son by her side, Michelle has not only built a thriving brand reflecting their unique perspective but also embraced the warmth and acceptance of Mexican living.

As the gracious host of Casa ELM and a trusted relocation expert, Michelle has discovered her true calling. Fostering connections within the expat community, she relishes her role as a catalyst for change. Many seek to escape the stresses of life in the United States and embark on a new chapter abroad, and Michelle finds immense satisfaction in helping them make that leap.

For Michelle, life in Mexico is a source of boundless pleasure, and her sense of belonging within her community reaffirms her choice to relocate.

How to Connect with Michelle Wedderburn:

Website - www.casaelm.com

Instagram - @expatlife.mexico and @casaelm

In Episode 13 of the Dream Retirement In Mexico podcast, host Risa Morimoto chats with Mérida real estate agent Nicholas Sanders to discuss various aspects of retiring or living in Mérida. The episode covers a range of topics, including real estate prices, popular neighborhoods, financing options, and transportation.

Nicholas provides insights into different areas for retirement in Mexico, such as Merida, Progreso, and Chuminopolis, highlighting the attractions and amenities each offers. He emphasizes the importance of considering lifestyle factors before making a decision and advises listeners to research and reach out to experts for guidance.

The discussion also delves into financing options, with Nicholas explaining the limited availability of bank loans in Mexico and the possibility of using cross-border mortgage companies or seeking financing in one's home country.

Transportation options in Mexico including bus services, taxis, and long-term car rentals, are also explored. Nicholas mentions the affordability of healthcare in Mexico, particularly in Mérida. 

The episode provides valuable information and insights for listeners interested in retiring or living in Mexico. It guides them through important considerations and resources to make informed decisions for their dream retirement.

If you are ready to take the next step to explore what retirement or relocation to Mexico could look like for you, then join us for a FREE WEBINAR - Dream Retirement in Mexico.   Puerto Vallarta real estate broker, Taniel Chemsian, and health care specialist Pamela Thompson share their expertise and insider knowledge on buying property in Mexico as well as healthcare options for foreigners.  Risa discusses the most popular destinations in Mexico for expats.

To secure your spot, simply visit https://www.dreamretirementinmexico.com/webinar and choose the date and time that works best for you.

Key Moments: 

[00:01:55] Mérida: Established city with charm and growth.

[00:04:16] convenient public transportation in Merida

[00:10:28] Affordable cost of living allows practicality.

[00:14:15] Suburban living outside city with gated communities.

[00:18:23] Understand process, budget, lifestyle when buying home.

[00:23:09] Limited financing options for property in Mexico. Higher fees for cross-border mortgages. Consider costs and alternatives before deciding.

[00:26:14] Chuminopolis: affordable neighborhood near central with attractions.

[00:29:36] Research, connect early, establish relationships, use resources.

[00:32:34] Make your dream retirement in Mexico real.

About the Guest : 

Nicholas Sanders is a seasoned real estate agent based in Merida, a vibrant city located three hours west of Cancun on the Peninsula. Originally from Indianapolis, Nicholas made the bold decision to uproot his life and pursue his dreams in Mexico. Despite encountering unexpected challenges along the way, he quickly adapted to his new surroundings and found passion and success in the real estate industry. With seven years of experience under his belt, Nicholas is part of a top-notch agency, helping clients find their dream homes in Merida. Living in this beautiful city for the past 12 years, Nicholas has truly embraced the local culture and lifestyle, making Merida his beloved home.

In this episode of Dream Retirement In Mexico, host Risa Morimoto explores key factors to consider when retiring in Mexico with Kirsten and  Mark Raccuia. Kirsten and  Mark share insights on topics such as credit cards, banking, and healthcare. They discuss the importance of getting credit cards before retiring to maximize benefits and credit limits. They also suggest streamlining banking accounts and opening a Charles Schwab checking account for retirement. 

The episode highlights a cautionary tale about a friend from Canada who underwent affordable knee surgery at a middle-tier local hospital without health insurance. Insurance options are available depending on age, and good healthcare can be obtained, though paying out-of-pocket is also possible.

Kirsten and Mark emphasize the significance of visiting and experiencing a location before buying property, and caution against rushing into real estate purchases. Rental options are affordable and allow for a better understanding of the area. They share their own experiences in a city that mixes local Mexican and foreign tourists, creating a vibrant and energetic atmosphere. 

Join our FREE Dream Retirement in Mexico webinar – a valuable resource for anyone considering retiring in Mexico. In this complimentary online event, we'll explore the most popular retirement destinations in Mexico, provide essential insights into buying property, and discuss health care options for foreigners.

Join us alongside Puerto Vallarta real estate broker, Taniel Chemsian , and health care specialist, Pamela Thompson, as they share their expertise and insider knowledge. 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: 

[00:02:18] Moved from Penang Malaysia to Mexico to be closer to family.

[00:04:35] City has tourists, locals, vacation vibe.

[00:12:49] Great customer service and amazing beach culture.

[00:14:01] Beach access and amenities missing in Penang.

[00:19:50] Peaceful Penang, Puerto Vallarta less dangerous than Chicago.

[00:24:48] Hiking trip with uninsured friend, affordable surgery.

[00:29:35] Prepare for retirement: get credit cards, streamline banking.

[00:34:52] Closer distance means shorter travel time.

About the Guests : 

In 2013, Chicagoans Mark and Kirsten took a leap of faith. Tired of the relentless grind of the American hamster wheel, they said goodbye to all things familiar and embraced the unknown by moving to the enchanting island of Penang, Malaysia. Not to retire but to rewire their lives. 

Over nine transformative years, they immersed themselves in the exotic culture of the region. During that time, Kirsten created Sand in My Curls, a blog that uncovers the realities of expat life - the highs, the lows, and the beautifully imperfect moments that come with it. In 2022, with a heavy heart but a sense of anticipation, Mark and Kirsten left behind the life they built in Malaysia. Unsure of what was next, they went to Puerto Vallarta, Mexico, to regroup for a month.  What was meant to be a brief stint turned into 1.5 years of adjusting to a wholly different Mexican life. They've said adios to one chapter while welcoming another, making memories, and discovering the beauty of rewriting life's script.

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.

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.

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.

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.

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.

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/

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.