Avoiding Common Money Mistakes When Retiring in Mexico: Insights from Lori Atwood
Description
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
United States
