Live by Design - Mexico Edition with Taniel Chemsian

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

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

Navigating Retirement in Mexico: Community, Culture, and Connection in San Miguel

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

Finding Freedom and Purpose: Michelle Wedderburn’s Journey to San Miguel de Allende

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

Understanding Mexican Culture: Family, Holidays, and Everyday Life Surprises for Expats

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

Navigating Mexican Residency: Financial Requirements, Common Pitfalls, and Choosing the Right Consulate

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
 

Understanding Notaries, Escrow, and Trusts in Mexican Real Estate Transactions with Orlando Santamaria

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

Essential Legal Tips for Foreigners Purchasing Property in Mexico’s Restricted Zone with Orlando Santamaria

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

Navigating Mexican Residency: From Temporary to Permanent, Common Pitfalls, and Expert Guidance

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

Exploring Cabo Real Estate Trends and Lifestyle for Retirees with Gabriela Lopez and Jesus Valenzuela

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

Investing in Puerto Vallarta: Why Versalles and Fluvial Vallarta Are Hot Retirement Neighbourhoods

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