Podcast 030: Navigating Financial Planning for Retirement in Mexico: Tips and Strategies with Bryant Palma

Podcast 030: Navigating Financial Planning for Retirement in Mexico: Tips and Strategies with Bryant Palma

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…

Podcast 029: Exploring Puerto Vallarta’s Neighborhoods: A Guide to Retirement and Real Estate Investment

Podcast 029: Exploring Puerto Vallarta’s Neighborhoods: A Guide to Retirement and Real Estate Investment

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 and 2024 real estate markets. Additionally, Risa and Taniel…

Podcast 028: Navigating Tax Laws Abroad: Reporting Foreign Income and Rental Property Changes in Mexico with Cindy DuChateau

Podcast 028: Navigating Tax Laws Abroad: Reporting Foreign Income and Rental Property Changes in Mexico with Cindy DuChateau

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 Vallarta, providing expert guidance on…

Podcast 027: Retiring Abroad in Ajijic and Chapala: Navigating Finances and Healthcare in Mexico with Nannette Thomas

Podcast 027: Retiring Abroad in Ajijic and Chapala: Navigating Finances and Healthcare in Mexico with Nannette Thomas

In this episode of Dream Retirement In Mexico podcast, host Risa Morimoto is joined by Nannette Thomas to discuss the intricacies of retiring abroad, specifically in Lake Chapala, 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…

Podcast 026: Life in Merida Mexico: Cartess Ross on Finding Safety, Savings, and Superior Healthcare

Podcast 026: Life in Merida Mexico: Cartess Ross on Finding Safety, Savings, and Superior Healthcare

In this episode of Dream Retirement In Mexico podcast, Cartess Ross shares his journey on relocating to Mexico with his family. From his initial lack of financial retirement planning to finding safety, savings, and superior healthcare in Merida, Mexico, Cartess discusses the positive impact of moving to Mexico. He highlights the affordability and high-quality care…

Podcast 025: Snowbirding in Mexico: A Guide to Visa, Accommodations, and Living Costs

Podcast 025: Snowbirding in Mexico: A Guide to Visa, Accommodations, and Living Costs

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…

Podcast 024: Insider Insights: Living and Retiring in San Miguel de Allende, Mexico’s Best City with Carolina Sanchez

Podcast 024: Insider Insights: Living and Retiring in San Miguel de Allende, Mexico’s Best City with Carolina Sanchez

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…

Podcast 023: Exploring Mexico City’s Abundance: Food, Parks, and Cultural Adventures with Dr. Gabrielle Smith

In this episode of the Dream Retirement in Mexico podcast, Risa Morimoto chats with Dr. Gabrielle Smith about her experiences living in vibrant Mexico City. Gabrielle takes us on a journey through the bustling streets, sharing her favorite neighborhoods, transportation tips, and the eclectic food scene that makes Mexico City a true gastronomic delight. Get…

Podcast 022: Retirement Health Insurance for Expats in Mexico: Expert Insights and Tips from Susana MacDonald

Podcast 022: Retirement Health Insurance for Expats in Mexico: Expert Insights and Tips from Susana MacDonald

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,…

Podcast 021: Discover the Benefits of Being Over 60 and Living in Mexico

Podcast 021: Discover the Benefits of Being Over 60 and Living in Mexico

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…