Retirement In Mexico: Live by Design with Taniel Chemsian

Thinking about a fresh start or investment along Mexico’s Caribbean coast? In this episode of Life by Design - Mexico Edition, Taniel Chemsian talks with Andrew Schisler, an Atlanta native who turned a teaching adventure into a full life in Puerto Aventuras. Andrew shares his honest story of raising a young family, building a real estate career, and adapting to Mexico’s slower rhythm and warm community. You’ll get insider advice on choosing schools, navigating healthcare, and buying property in this marina-front, master-planned community. Andrew also reveals the common mistakes new expats make - and how to avoid them - so you can create a fulfilling, well-planned life in the Riviera Maya. Whether you’re dreaming of a peaceful retirement or a strategic family move, this episode offers real-world guidance and inspiration to help you take the next step confidently. Key Moments:  05:51 "Puerto Aventuras: Established Gated Community" 08:56 "Retiree Migration Post-Covid" 11:20 Puerto Aventuras: Growth and Development 15:33 Canadian Migration Southward Trends 17:47 Passion and Experience in Riviera Maya Real Estate 21:15 "Importance of Hiring Real Estate Agents" About Andrew Schisler: Originally from Atlanta, Andrew Schisler built his life and career in Puerto Aventuras, where he helps expats and families create their dream lifestyle in the Riviera Maya. Website: www.colibriproperty.com Facebook: https://www.facebook.com/andrew.schisler https://www.facebook.com/colibriproperty Instagram: @thaschiz / @colibri_property Email: aschisler@colibriproperty.com Phone: (WhatsApp/iMessage): +52 984.134.0101 Want to own a home in Mexico? Start your journey with confidence – download your FREE Taniel Chemsian Properties Buyer’s Guide now for expert tips and clear steps to make it happen! Click here -  https://tanielchemsian.com/buyers-guide-podbean/   Contact Information: Email: info@tanielchemsian.com Website: www.tanielchemsian.com Mex Office: +52.322.688.7435 USA/CAN Office: +1.323.798.8893

Thinking about retiring in Mexico, but worried about what the reality will look like? In this episode of Life by Design  - Mexico Edition, Taniel Chemsian sits down with relocation consultant Kerry Loeb to share the real challenges and rewards expats face when making the move. From navigating Mexico’s slower-paced bureaucracy and avoiding common lease mistakes, to handling homesickness and adapting to a new culture, Kerry offers candid advice grounded in years of experience in San Miguel de Allende. You’ll also learn why family-centered values shape Mexican life, how to build a supportive community abroad, and why liability insurance and trusted networks are key to a smooth transition.  Whether you’re just exploring the idea of moving or already preparing to relocate, this episode will give you the confidence, strategies, and inspiration to make your next chapter in Mexico both fulfilling and stress-free. Key Moments:  04:02 Legal Precautions for Foreigners in Mexico 06:57 "Living Between San Miguel and Coast" 11:25 Family Over Money Prioritization 15:25 "Stress of Relocating to Mexico" 16:20 Emotional Hurdles After Moving Abroad 21:03 Mexico Relocation Consultations Process About the guest :  Kerry Loeb is a compassionate and proactive individual who has dedicated significant efforts to supporting migrants journeying through Central America. Recognizing the challenges these individuals face, Kerry spearheaded a project focused on providing essential food and clothing to thousands of people traveling through San Miguel on their way to the United States.  In addition to his humanitarian efforts, Kerry is an avid golf enthusiast and volunteered as a marshal at a picturesque golf course in San Miguel for several years. His love for the region extends beyond sports; with an innate passion for the vibrant culture and community of San Miguel, Kerry eagerly assists others in visiting or relocating there, driven by a naturally enthusiastic and sharing nature.  Kerry Loeb’s life is defined by his altruism, love for community, and zest for life, making a positive impact wherever he goes. How to connect Kerry :  Website: https://www.expatpathwaymexico.com/ Facebook Group : https://www.facebook.com/groups/166819317257051 Want to own a home in Mexico? Start your journey with confidence – download your FREE Taniel Chemsian Properties Buyer’s Guide now for expert tips and clear steps to make it happen! Click here -  https://tanielchemsian.com/buyers-guide-podbean/   Contact Information: Email: info@tanielchemsian.com Website: www.tanielchemsian.com Mex Office: +52.322.688.7435 USA/CAN Office: +1.323.798.8893

Thinking about relocating or investing in Mexico but unsure who else is making the move? In this episode of Life by Design – Mexico Edition, Taniel Chemsian talks with relocation consultant Kerry Loeb from San Miguel to uncover the real trends shaping Mexico’s expat scene. From single women and LGBTQ couples to young families and early retirees, Kerry shares why motivations are shifting - politics, cost of living, lifestyle design - and what new arrivals should know about visas, schools, and choosing the right region. Whether you’re curious about San Miguel or exploring Mexico as a long-term investment, this episode offers honest insights and actionable guidance for planning your move with confidence. Key Moments:  03:07 Migration Driven by Politics and Economy 08:18 Business Surge Post-Election 11:46 Navigating Mexican Residency Bureaucracy 13:23 "Life Exploration in San Miguel" 16:59 Relocation Support to San Miguel 20:25 "Spontaneous Connections Abroad" 23:43 Embrace Mistakes to Learn Language   About the guest :  Kerry Loeb is a compassionate and proactive individual who has dedicated significant efforts to supporting migrants journeying through Central America. Recognizing the challenges these individuals face, Kerry spearheaded a project focused on providing essential food and clothing to thousands of people traveling through San Miguel on their way to the United States.  In addition to his humanitarian efforts, Kerry is an avid golf enthusiast and volunteered as a marshal at a picturesque golf course in San Miguel for several years. His love for the region extends beyond sports; with an innate passion for the vibrant culture and community of San Miguel, Kerry eagerly assists others in visiting or relocating there, driven by a naturally enthusiastic and sharing nature.  Kerry Loeb’s life is defined by his altruism, love for community, and zest for life, making a positive impact wherever he goes. How to connect Kerry :  Website: https://www.expatpathwaymexico.com/ Facebook Group : https://www.facebook.com/groups/166819317257051 Want to own a home in Mexico? Start your journey with confidence – download your FREE Taniel Chemsian Properties Buyer’s Guide now for expert tips and clear steps to make it happen!   Click here -  https://tanielchemsian.com/buyers-guide-podbean/   Contact Information: Email: info@tanielchemsian.com Website: www.tanielchemsian.com Mex Office: +52.322.688.7435 USA/CAN Office: +1.323.798.8893

Worried about navigating health insurance as you plan your move to Mexico? In this episode of Retirement in Mexico - Live by Design with Taniel Chemsian, seasoned expat insurance broker Brett LaMar shares the insider knowledge every future retiree and expat needs. He breaks down the real costs of coverage, explains regional differences, and reveals common myths that catch newcomers off guard. You’ll learn how to spot and avoid scams, choose a trustworthy bilingual broker, and prepare for emergencies so you can enjoy your retirement with confidence. Whether you’re already retired or planning your move south, these practical tips will help you protect your health and your dream lifestyle in Mexico. Key Moments:  01:22 Expat Insurance Concierge Service 04:59 Myths About Affordable Health Care 07:28 Challenging Insurance Industry Stubbornness 10:00 Insurance ID Card Essentials 14:50 Sufficient Insurance Coverage Saves Lives 16:58 "Unlicensed Brokers: Key Red Flags" 19:19 Rising Trend: U.S. Coverage in Policies   How to connect Brett :  mail: brett.l@expatinsurance.com Website: https://brettlamar.com Facebook Page: https://www.facebook.com/expatriateinsurance/   Want to own a home in Mexico? Start your journey with confidence – download your FREE Taniel Chemsian Properties Buyer’s Guide now for expert tips and clear steps to make it happen! Click here -  https://tanielchemsian.com/buyers-guide-podbean/   Contact Information: Email: info@tanielchemsian.com Website: www.tanielchemsian.com Mex Office: +52.322.688.7435 USA/CAN Office: +1.323.798.8893

Thinking about retiring or relocating to Mexico, but worried about the unknowns? In this episode, Brett LaMar shares his true story of moving from Denver to Puerto Vallarta, including renting, buying, and even selling property along the way. He opens up about what truly drove his decision: not just lower costs, but a better quality of life and a strong sense of community. We also dive into the realities of healthcare and private insurance in Mexico, with Brett’s insider tips on avoiding costly mistakes. If you’re considering retirement south of the border - or just want a candid look at expat life - this episode gives you practical advice and reassurance to start planning your dream move with confidence. Key Moments:  00:00 Smooth Pre-Construction Investment Experience 05:29 Transitioning from Airbnb to Community Living 09:12 Moving Inland: A New Beginning 12:32 Remote Work's Rise and Appeal 15:45 Preexisting Conditions in Health Insurance 19:05 Mexican Private Hospital Differences 20:04 Hospital Billing: Pay Before Discharge How to connect Brett :  mail: brett.l@expatinsurance.com Website: https://brettlamar.com Facebook Page: https://www.facebook.com/expatriateinsurance/   Want to own a home in Mexico? Start your journey with confidence – download your FREE Taniel Chemsian Properties Buyer’s Guide now for expert tips and clear steps to make it happen! Click here -  https://tanielchemsian.com/buyers-guide-podbean/   Contact Information: Email: info@tanielchemsian.com Website: www.tanielchemsian.com Mex Office: +52.322.688.7435 USA/CAN Office: +1.323.798.8893

In this episode, listeners are transported to the picturesque shores of Lake Chapala, Mexico’s largest lake. Host Taniel Chemsian welcomes Kristina Morgan, a seasoned real estate broker and long-time resident of Chapala, for an in-depth conversation about what makes this region so appealing to expatriates and retirees. Kristina shares her personal story of relocating to Chapala with her family in the early 1990s and how her deep roots in the area led her to a fulfilling career in real estate. She highlights the region’s stunning natural beauty, temperate mile-high climate, vibrant arts and cultural scene, and the unique blend of traditional and contemporary architecture now available to homebuyers. The discussion also explores the growing trend of younger families moving to Chapala, the welcoming community spirit, and the practicalities of living and investing in the area—from affordable property options to the quality of healthcare and daily life. Packed with expert advice and heartfelt reflections, this episode offers valuable insights for anyone dreaming of a peaceful, purposeful retirement or new adventure in one of Mexico’s most sought-after communities. Join Taniel and Kristina as they unveil why Lake Chapala is capturing the hearts of expats from around the world. Key Moments:  05:48 Contemporary Homes vs. Traditional Appeal 07:06 "Advocating Colonial Architecture in Developments" 09:39 Chapala: Authentic Spanish Experience 15:17 "Pleasant Climate and Relaxed Living" 16:41 "Community Integration and Purpose" 20:35 "Vallarta: A Celebration of Holidays" 22:37 Mixed Communities in San Antonio 26:27 Riberas del Pilar Housing Overview 30:24 "Consider Reputable Agents When Buying" 33:51 Lake Chapala Land Cost Factors 36:47 Perceived Safety in Mexico 38:59 Finding Peace in Mexico   Want to own a home in Mexico? Start your journey with confidence – download your FREE Taniel Chemsian Properties Buyer’s Guide now for expert tips and clear steps to make it happen! Click here -  https://tanielchemsian.com/buyers-guide-podbean/   Contact Information: Email: info@tanielchemsian.com Website: www.tanielchemsian.com Mex Office: +52.322.688.7435 USA/CAN Office: +1.323.798.8893  

In today’s insightful conversation, Taniel sits down with Desaray Kjolseth, also known as Dez from My Deztination, a relocation specialist and owner of Puerto Vallarta Activities and VIP Relocation Services. Desaray shares her inspiring journey of moving from the U.S. to Mexico, building a life and business in the vibrant community of Puerto Vallarta, and helping countless people make the leap to a new life south of the border. In this episode, you'll hear about the real motivations behind the growing wave of Americans and Canadians moving to Mexico, from the affordable cost of living to the pursuit of a better quality of life. Desaray addresses common concerns and myths about safety, adapting to a new culture, and the logistics of moving—everything from bringing pets and furniture, to finding community and purpose post-retirement. Whether you're curious about what life in Mexico is really like, wondering about the steps involved in relocating, or just looking for motivation to chase a sunnier, more intentional lifestyle in your golden years, this episode is packed with expert advice, personal stories, and honest answers to some of the biggest questions about retiring in Mexico. So sit back, relax, and imagine what your new life under the Mexican sun could look like! Key Moments :  04:04 Post-Pandemic Lifestyle Shifts 07:02 Debunking Mexico Safety Myths 11:11 Living in Mexico as a Woman 12:46 Welcoming Experience Abroad 17:43 Debunking Mexico Work Myths 19:47 Personalized Relocation Consultations 25:10 "Guiding Retirees to Purposeful Living" 30:52 "Tiered Relocation Services" 34:29 Pet Relocation Process to Mexico 36:16 Relocation Guidance for Mexico Rentals 40:12 Consult Experts, Ignore Unqualified Opinions Don't miss out on a free webinar, where experts cover everything you need to know about relocating to Mexico—from the best places to live to essential healthcare information for expats. Register at dreamretirementinmexico.com/webinar.   Want to own a home in Mexico? Start your journey with confidence – download your FREE Taniel Chemsian Properties Buyer’s Guide now for expert tips and clear steps to make it happen! Click here -  https://tanielchemsian.com/buyers-guide-podbean/   Contact Information: Email: info@tanielchemsian.com Website: www.tanielchemsian.com Mex Office: +52.322.688.7435 USA/CAN Office: +1.323.798.8893

In this episode, Taniel is joined by financial planning expert Lori Atwood, founder of Fearless Finance. Together, they dive deep into the essential steps for financially preparing to retire in Mexico. From accumulating enough cash for your move, navigating investment liquidations, and tackling the real-life costs of relocating, Lori shares invaluable, unbiased advice for Americans dreaming of a life under the Mexican sun. Whether you’re a Gen Xer looking to invest or a boomer ready to leap, this episode breaks down the planning process into practical, bite-sized steps.  Lori offers her guidance on managing money across borders, handling exchange rate fluctuations, and aligning your retirement vision with your financial reality. If you want to design your dream retirement abroad, this conversation is packed with expert insights you can’t afford to miss. Key Moments:  00:00 "Fearless Finance: Hourly Financial Planning" 05:45 Pre-Retirement Financial Planning Steps 09:21 Tourist vs. Resident Mindset Transition 12:13 Managing International Funds Efficiently 14:31 Retirement Planning and Asset Evaluation 16:24 US-Mexico Banking for Expats 20:42 Optimal Emergency Fund Recommendation 23:35 Financial Planning Conflict Explained Don't miss out on a free webinar, where experts cover everything you need to know about relocating to Mexico—from the best places to live to essential healthcare information for expats. Register at dreamretirementinmexico.com/webinar.   Want to own a home in Mexico? Start your journey with confidence – download your FREE Taniel Chemsian Properties Buyer’s Guide now for expert tips and clear steps to make it happen! Click here -  https://tanielchemsian.com/buyers-guide-podbean/   Contact Information: Email: info@tanielchemsian.com Website: www.tanielchemsian.com Mex Office: +52.322.688.7435

In this episode, Taniel sits down for part two of his insightful interview with Michelle Wedderburn, a true expert in helping expats transition to life in San Miguel de Allende. Together, they dig deep into what it really takes to build community in Mexico, sharing stories and practical advice on making a smooth, confident move—especially for retirees and baby boomers considering a “soft landing” in a new country. Michelle walks us through the vibrant neighborhoods of San Miguel, explaining the city’s unique layout and the three “rings” that surround its iconic church, and how each area offers a different lifestyle from bustling festivities in the center to quieter, community-focused living on the outskirts. She also shares how her guest house, Casa Elm, and new project, Hacienda Elm, provide vital support for newcomers—offering everything from educational resources and community connections to boutique-style living for seniors who want independence without feeling isolated. Whether you’re worried about cultural differences, learning Spanish, or simply finding your place in a new country, this episode is packed with real-world tips, personal anecdotes, and heartfelt advice for taking that leap and designing your best life in Mexico. So, if you’ve ever dreamed of retiring under the Mexican sun, surrounded by warmth, tradition, and possibility, you won’t want to miss this conversation! Key Moments:  00:00 Casa Elm: Retiree Relocation Program 03:10 Creating Supportive Living Spaces 06:37 San Miguel: Church-Centric Compact City 11:22 "San Miguel: A Welcoming Community" 15:35 Demographic Shift in San Miguel 16:50 Family-Friendly Community Relocations 21:17 Enhancing Senior Life Amenities 25:21 "Embrace New Connections Online" 27:25 Living Unapologetically: Embrace Your Path 29:57 Explore Casa Elm Online Don't miss out on a free webinar, where experts cover everything you need to know about relocating to Mexico—from the best places to live to essential healthcare information for expats. Register at dreamretirementinmexico.com/webinar. Want to own a home in Mexico? Start your journey with confidence – download your FREE Taniel Chemsian Properties Buyer’s Guide now for expert tips and clear steps to make it happen! Click here -  https://tanielchemsian.com/buyers-guide-podbean/   Contact Information: Email: info@tanielchemsian.com Website: www.tanielchemsian.com Mex Office: +52.322.688.7435 USA/CAN Office: +1.323.798.8893

In this episode, Taniel sits down with Michelle Wedderburn, an entrepreneur in San Miguel de Allende—a vibrant mountain town far from Mexico’s famous beaches, but rich in culture and community. Michelle shares her deeply personal journey from Toronto and the U.S. to Mexico, explaining what inspired her to create a life filled with freedom, purpose, and possibility south of the border. As a parent motivated by safety, cultural diversity, and her son’s future, Michelle navigated the challenges of raising a child abroad, from finding the right school to helping him adapt and thrive in a new language and environment. She also sheds light on her leap into entrepreneurship, detailing how her experiences became the foundation for a unique relocation service that now helps others make a successful transition to life in San Miguel. Through heartfelt stories and practical advice, you’ll gain valuable insights into expat life in the heart of Mexico, discover what it’s really like to move with children, and learn how Michelle’s Casa Elm has become a hub for those seeking community and actionable guidance for their own retirement dreams. Whether you’re daydreaming about your next chapter or actively planning your move, this episode is packed with the kind of first-hand wisdom you won’t want to miss! Key Moments:  06:19 School Selection Challenges Abroad 08:57 Challenges of Children Communicating 13:44 Navigating Life in Mexico 17:26 Planning a New Life in Mexico 20:47 "Opening Business Abroad Alone" 23:34 Integrating Lives in Mexico 25:59 Charming Spacious Home in San Miguel 29:58 Weekend Vineyard Experience & City Tour 32:16 Retirement Relocation Planning 34:22 "Finalizing Relocation Details" Don't miss out on a free webinar, where experts cover everything you need to know about relocating to Mexico—from the best places to live to essential healthcare information for expats. Register at dreamretirementinmexico.com/webinar.   Want to own a home in Mexico? Start your journey with confidence – download your FREE Taniel Chemsian Properties Buyer’s Guide now for expert tips and clear steps to make it happen! Click here -  https://tanielchemsian.com/buyers-guide-podbean/   Contact Information: Email: info@tanielchemsian.com Website: www.tanielchemsian.com Mex Office: +52.322.688.7435 USA/CAN Office: +1.323.798.8893

This is the part 2 of the two part episode with Dr. Gabrielle Smith.  Whether you’re dreaming of your golden years under the Mexican sun or already navigating the residency process, this conversation is packed with practical tips, funny war stories, and real-world advice you don’t want to miss. You’ll discover how Mexican cultural nuances like family-centric holidays and the famously flexible concept of time can surprise newcomers, and why paperwork, signatures, and timetables require extra patience (and often, a backup plan). Dr. Gabrielle shares insight on everything from getting started with residency, renewal pitfalls, and the do’s and don’ts of carrying your residency card, to requirements for Mexican citizenship and the realities of the cost of living in different regions. If you’re wondering what lifestyle changes to expect, how to avoid common mistakes, or simply want to know the best first step before packing your bags, this episode is your blueprint for moving to Mexico with confidence and intention.  So grab your notepad, tune in, and let’s create your best chapter yet—south of the border! Key Moments:  05:10 "Biometrics in Mexico City: Time Needed" 08:47 Mexico Residency Entry & Exit Tips 12:04 Citizenship Change and Residency Process 13:04 Residency and Naturalization Process 18:08 "Maybe Tomorrow, Maybe Never" 21:27 Realtor Pricing and Client Commitment 23:41 "Importance of Due Diligence" 28:18 "Research Before Moving to Mexico" Don't miss out on a free webinar, where experts cover everything you need to know about relocating to Mexico—from the best places to live to essential healthcare information for expats. Register at dreamretirementinmexico.com/webinar.   Want to own a home in Mexico? Start your journey with confidence – download your FREE Taniel Chemsian Properties Buyer’s Guide now for expert tips and clear steps to make it happen! Click here -  https://tanielchemsian.com/buyers-guide-podbean/   Contact Information: Email: info@tanielchemsian.com Website: www.tanielchemsian.com Mex Office: +52.322.688.7435 USA/CAN Office: +1.323.798.8893

In the first part of this two-part episode, Taniel sits down with Dr. Gabrielle Smith, an immigration specialist who has been guiding expats through the often-confusing process of obtaining Mexican residency. Dr. Smith shares her personal journey from Arizona to Mexico City, reveals the most common misconceptions people have about moving to Mexico, and breaks down the key steps—and unexpected challenges—applicants face along the way. Whether you’re dreaming of sandy beaches, lower living costs, or a total lifestyle change, this conversation is packed with expert advice and practical tips. Taniel and Dr. Smith cover everything from the realities of the consulate application process and changing financial requirements, to new hurdles for family renewals and the latest shifts in immigration law. Plus, get Dr. Smith’s insider guidance on “consulate shopping,” managing paperwork, and what to do once your residency is approved. If you’re considering a move to Mexico—whether for retirement, remote work, or fresh adventure—this episode is your essential guide to navigating the residency process with confidence and clarity. Key Moments:  05:49 Residency Consultation Consulate Variations 08:29 Consulate Shopping Tips 09:45 Residency Through Savings Option 14:22 Stricter Mexican Residency Requirements 17:27 Visa Assistance Post-Approval Guidance 22:10 Document Preparation for Embassy Visits 24:36 Stricter Immigration Verification Processes 28:03 Evolving Client Demographics 29:54 Retirement and Politics Drive Migration Don't miss out on a free webinar, where experts cover everything you need to know about relocating to Mexico—from the best places to live to essential healthcare information for expats. Register at dreamretirementinmexico.com/webinar.   Want to own a home in Mexico? Start your journey with confidence – download your FREE Taniel Chemsian Properties Buyer’s Guide now for expert tips and clear steps to make it happen! Click here -  https://tanielchemsian.com/buyers-guide-podbean/   Contact Information: Email: info@tanielchemsian.com Website: www.tanielchemsian.com Mex Office: +52.322.688.7435 USA/CAN Office: +1.323.798.8893  

In the second part of the two-part series, Taniel sits down with real estate attorney Orlando Santamaria for an in-depth conversation that unpacks the ins and outs of buying property in Mexico, especially in those high-demand beachfront zones. Whether you’re worried about legal pitfalls, anxious about navigating Spanish-language contracts, or just curious about how real estate trusts function, this episode is packed with critical advice for anyone considering making Mexico their retirement destination. Taniel and Orlando dig into the realities of the closing process, the role of notaries, the ins and outs of escrow (or what to do if it’s not available), and what every buyer should know about pre-construction risks. They also clear up common fears and misconceptions, such as the notion that foreigners never truly "own" their property in Mexico, and break down the exact steps you should take to protect yourself—like how to vet a reputable developer, and the importance of choosing a local attorney who’s truly familiar with the region’s property laws. If you’ve ever dreamed of owning a home in Mexico but felt intimidated by the process, this episode will arm you with knowledge and confidence straight from the experts. So grab your notepad—there’s a lot to cover, and you’re sure to come away more ready than ever to take the leap.   Key Moments:  01:12 Real Estate Contracts: U.S. vs Vallarta 06:53 Notify Banks Before Large Transfers 09:41 Trust Property Protects Assets 12:22 Preconstruction Real Estate Risks 14:04 Minimizing Development Risks with Trusts 17:27 Confident Pre-Construction Investment 21:28 Local Attorneys for Regional Matters   Don't miss out on a free webinar, where experts cover everything you need to know about relocating to Mexico—from the best places to live to essential healthcare information for expats. Register at dreamretirementinmexico.com/webinar.   Want to own a home in Mexico? Start your journey with confidence – download your FREE Taniel Chemsian Properties Buyer’s Guide now for expert tips and clear steps to make it happen! Click here -    https://tanielchemsian.com/buyers-guide-youtube/   https://tanielchemsian.com/buyers-guide-podbean/   Contact Information: Email: info@tanielchemsian.com Website: www.tanielchemsian.com Mex Office: +52.322.688.7435 USA/CAN Office: +1.323.798.8893

In this two-part series, Taniel sits down with Puerto Vallarta real estate attorney Orlando Santamaria to unravel the complexities of buying property as a foreigner in Mexico’s coveted restricted zone. With their deep expertise, Taniel and Orlando take you behind the scenes of real estate transactions: from the crucial role of the real estate trust (fideicomiso) and the notary’s pivotal part in the process, to red flags to watch for, common pitfalls, and the nuances of pre-construction contracts. You’ll hear candid discussions about primary and substitute beneficiaries, what actually happens when a property owner passes away, and the realities of leaving your Mexican property to family, charities, or even to no one at all. Additionally, they demystify the often-confusing closing costs, explain which banks offer the quickest closings, and reveal why having a dedicated closing coordinator, like Orlando, can make your transition to Mexican homeownership both smooth and secure. Whether you’re dreaming of sun, sand, and your own slice of paradise—or you’ve already started your retirement journey south of the border—this episode is your essential guide to navigating real estate in Mexico with confidence. Let’s get started on making your best chapter yet! Key Moments:  01:20 Irrevocable Trust Buyer Benefits 04:02 Property Purchase Rules in Mexico 08:27 Charity as Second Beneficiary Possible 11:24 Mexico Real Estate Closing Costs 16:04 Bank Trust Transaction Speed 18:35 Bank Bureaucracy Delays Decisions 21:46 Closing Process in Vallarta 26:09 Estate Planning: Client Consultation Insight 26:49 Inheritance Tax Strategy Advice 31:09 Embracing Questions Across Cultures Don't miss out on a free webinar, where experts cover everything you need to know about relocating to Mexico—from the best places to live to essential healthcare information for expats. Register at dreamretirementinmexico.com/webinar.   Want to own a home in Mexico? Start your journey with confidence – download your FREE Taniel Chemsian Properties Buyer’s Guide now for expert tips and clear steps to make it happen! Click here -  https://tanielchemsian.com/buyers-guide/   Contact Information: Email: info@tanielchemsian.com Website: www.tanielchemsian.com Mex Office: +52.322.688.7435 USA/CAN Office: +1.323.798.8893

In this episode, Taniel sits down with Maria Teresa Sanchez, a residency specialist based in Puerto Vallarta, to demystify the process of obtaining Mexican residency for foreigners, especially those relocating from the U.S. and Canada. Together, they explore the main differences between temporary and permanent residency, the impact of changing regulations, and common pitfalls that newcomers should avoid, such as mishaps at the airport that could delay or derail your residency process. Maria Teresa shares her journey from managing hotels across Mexico to helping expats navigate the often confusing world of Mexican immigration. She walks us through current financial requirements, the ins and outs of applying both at home and in Mexico, and offers practical advice on everything from bringing a car across the border to opening a bank account. Listen in for expert tips, tales from the trenches, and crucial updates on evolving residency laws—plus some insider perspective on why so many people are choosing Puerto Vallarta and the Bay of Banderas as their new home. Whether you’re dreaming of retiring by the beach or simply want to understand how to make your relocation smoother, this episode is packed with tips and real-life insights to help you make the move with confidence. Key Moments:  04:11 Residency Types: Temporary vs. Permanent 09:41 Visa Process Assistance 11:22 Residency Card Transition Challenges 14:47 Visa Exchange and Immigration Process 20:03 "Three-Year Car Renewal Process" 23:34 Mexico's Residency Program Ends 24:17 Hire Experts for Changing Laws 28:10 Seasonal Relocation Advice Don't miss out on a free webinar, where experts cover everything you need to know about relocating to Mexico—from the best places to live to essential healthcare information for expats. Register at dreamretirementinmexico.com/webinar.   Want to own a home in Mexico? Start your journey with confidence – download your FREE Taniel Chemsian Properties Buyer’s Guide now for expert tips and clear steps to make it happen! Click here -  https://tanielchemsian.com/buyers-guide/   Contact Information: Email: info@tanielchemsian.com Website: www.tanielchemsian.com Mex Office: +52.322.688.7435 USA/CAN Office: +1.323.798.8893

In this episode, host Taniel Chemsian interviews Gabriela Lopez and Jesus Valenzuela, co-founders of Outliance Real Estate Brokerage, based in Cabo San Lucas. Gabriela shares her journey from Argentina to Cabo, while Jesus recounts his move from California, highlighting why both fell in love with the region. They discuss Cabo’s multicultural attractions, safety, excellent weather, outdoor lifestyle, and strong sense of community. The conversation shifts to the current real estate market, noting how the boom following COVID-19 has transitioned into a buyer’s market, with increased inventory and more negotiation possibilities for buyers. Gabriela and Jesus explain common price ranges, popular neighborhoods, and what buyers should consider—emphasizing the importance of lifestyle compatibility, local amenities, and working with reputable agents. They also touch on the challenges of pre-construction developments and the unique logistical factors of living in Baja. The episode concludes with practical advice for foreigners considering a move, encouraging them not to let fear hold them back and to seek the guidance of experienced locals. Contact details for Outliance are provided for further inquiries.   Key Moments:  05:53 Buying Property Abroad: Key Tips 09:00 Mexican Market Surge Pre-U.S. Elections 12:42 Investors Hold Amid Economic Changes 13:43 Vallarta's Resilient Real Estate Market 19:08 Kabul's Strategic Connectivity Highlights 20:56 Cabo's Culinary and Art Scene 23:03 Exploring Santiago's Natural Attractions 26:36 "East Cape: Off-Grid Simplicity" 30:59 "Affordable Homes Near Cabo" 35:22 Top Neighborhoods for Investment Homes 36:32 Top Rental Priorities: View, Amenities, Location 41:25 Baja Logistics: Challenges and Delays 44:56 Turnkey Homes Appeal Don't miss out on a free webinar, where experts cover everything you need to know about relocating to Mexico—from the best places to live to essential healthcare information for expats. Register at dreamretirementinmexico.com/webinar.   Want to own a home in Mexico? Start your journey with confidence – download your FREE Taniel Chemsian Properties Buyer’s Guide now for expert tips and clear steps to make it happen! Click here -  https://tanielchemsian.com/buyers-guide/   Contact Information: Email: info@tanielchemsian.com Website: www.tanielchemsian.com Mex Office: +52.322.688.7435 USA/CAN Office: +1.323.798.8893

In this episode, Taniel answers one of the most common questions from Americans and Canadians considering a move to Mexico: Is investing in the Versalles and Fluvial Vallarta neighborhoods of Puerto Vallarta a smart move?  Dive in as Taniel highlights what makes these centrally located communities so attractive—not just their authentic blend of local culture and modern amenities, but also their rising potential as hot investment opportunities.  He spotlights the new Valarte development, designed specifically with North American retirees and investors in mind, offering everything from open-concept layouts to resort-style amenities—and even flexible ownership options for maximizing rental income.  Taniel also demystifies the process of foreign property ownership in Mexico’s coastal zones and shares practical next steps for anyone ready to start their journey toward a vibrant, sun-soaked retirement. Tune in for expert guidance on how to live life by design, not by default, in Puerto Vallarta’s most exciting neighborhoods. Don't miss out on a free webinar, where experts cover everything you need to know about relocating to Mexico—from the best places to live to essential healthcare information for expats. Register at dreamretirementinmexico.com/webinar.   Want to own a home in Mexico? Start your journey with confidence – download your FREE Taniel Chemsian Properties Buyer’s Guide now for expert tips and clear steps to make it happen! Click here -  https://tanielchemsian.com/buyers-guide/   Contact Information: Email: info@tanielchemsian.com Website: www.tanielchemsian.com Mex Office: +52.322.688.7435 USA/CAN Office: +1.323.798.8893

In this episode, host Taniel Chemsian welcomes real estate expert Susana MacDonald for an informative and lively discussion about life and property in Mexico’s vibrant Riviera Maya. Susana shares her insights and experiences on living and working as a real estate agent in the fast-growing coastal corridor stretching from Cancun to Playa del Carmen and Tulum.  Together, they explore how these destinations have transformed over the years, the realities behind common misconceptions, and what potential retirees or investors can expect when considering a move to the Mexican Caribbean. The episode covers everything from real estate market trends and legal considerations, to healthcare access, lifestyle advantages, safety, and practical tips for making the transition with confidence.  Listeners will find valuable advice whether they’re dreaming of tropical beaches, seeking investment opportunities, or searching for their ideal retirement destination under the Mexican sun. Key Moments:  03:48 Tulum Tourism Boom Post-Vaccine 07:05 Cancun: From Sands to Resort Hub 10:18 Cancun Condo Rental Regulations Evolving 13:34 Cancun's Strategic International Connectivity 18:43 Investing Inspired by Vacation Experience 19:26 Agent Communication: Silence vs. Updates 22:55 Playa del Carmen Real Estate Trends 27:02 Playa Real Estate Options 29:18 Affordable Dining Off Fifth Avenue 34:38 Tulum Development Overview 38:39 Tulum's Infrastructure and Growth 42:03 Tulum's Growing Pains and Potential 45:10 "Low Cost Living in Mexico" 46:30 Invest with Licensed Agents 49:30 "Agent's Duty: Trust and Dreams" About the guest :  Susana MacDonald is a certified Real Estate Sales Advisor in Mexico and a familiar face from HGTV’s House Hunters International. Originally from Colombia and now based in Playa del Carmen, she brings over a decade of on-the-ground experience helping international buyers find their dream homes in the Riviera Maya. From first-hand insight to expert guidance, Susi simplifies the process of investing and living in Mexico. How to connect Susana :  Website :  https://www.susimacdonald.com/ Instagram : https://www.instagram.com/susanamacdonaldrealestate/ Linkedin: https://www.linkedin.com/in/susimacdonald/ Facebook: https://www.facebook.com/susanamacdonaldrealestate YouTube : https://www.youtube.com/@susimacdonald   Don't miss out on a free webinar, where experts cover everything you need to know about relocating to Mexico—from the best places to live to essential healthcare information for expats. Register at dreamretirementinmexico.com/webinar.   Want to own a home in Mexico? Start your journey with confidence – download your FREE Taniel Chemsian Properties Buyer’s Guide now for expert tips and clear steps to make it happen! Click here -  https://tanielchemsian.com/buyers-guide/   Contact Information: Email: info@tanielchemsian.com Website: www.tanielchemsian.com Mex Office: +52.322.688.7435 USA/CAN Office: +1.323.798.8893

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

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