Post-RV Action Binder
This is an outline of a RV organization binder, using tabs to sort areas of interest.
First things first, this to help me focus on what’s most important & urgent.
Rate: Ideas for how much to cash in depending on rate, and conversion tables.
Days to cash in:
Denomination Issues: B&W Copies of Dinar.
Initial advisement sources. Who to call, email, or visit with to get things clear.
Read More Link On Right
Cash in location(s), date, time: Write all the info regarding banks, dealers, & services needed before the cash in like notaries, along with paperwork. Notes on what is needed if it’s a location out of your area, secure hotel, rental vehicle, possible security (such things depend on the rate). If you have to fly to cash in what will you need to do to fly quickly and securly (like not paying cash last minute and being delayed suspicously by the TSA)
Also have IQD purchase receipts & wire transfer paperwork.
Tax rate: We all want to know this one. Take notes to speak to tax professionals about.
Other rules &/or considerations:
Make a time budget plan. How will you spend your time? What will you do with your days? What does an ideal work week/month look like? Make a bucket list. Establish goals.
Real estate agent, attorney, assistant, etc.
Properties you are interested in. Perhaps look at some pre-RV and make a plan for after.
Different investment vehicles types, their basic definition & if they have capital constraints. Learn the terminology so that when meeting with pros you will have a basic understanding what they are talking about. I also need to learn how different entities (trusts, LLC, etc.) can invest. I was told Morningstar.com is an independent fund rating system. I have no experience with that website.
Types of “paper” investments: Stocks, Bonds, cash equivalent (money market, CD’s) mutual funds, ETF’s, Commodities, forex, CEF’s, penny stocks, annuities.
Then I have some percentage charts of how the rich spend their money. This is ongoing research & learning for me, I have bought books & gone to seminars to learn about investments.
Off the grid living:
This does not necessarily mean a disaster preparedness plan but it does include that kind of thing.
Self-sufficient planning, like solar, food & water, making my home “green”. Depending on where you live this could be preparing for a natural disaster or just preference. I have not added anything yet regarding taking your identity off the grid.
Things we want to buy for ourselves so we could really get a clear picture of what is important to us & what is just dreaming. Individual lists for my immediate family & then the list of friends & family we want to give to.
This can include anything from possessions & vacations, to hobbies you may be able to afford post RV. Do you need someone to negotiate on large purchases? Again personal preference, some may love the bargaining & some may get ripped off because they don’t want to deal with the confrontation. Charity work or donations.
Depending on the path you choose this may be a biggie. Starting a business? Growing your current business? Budget for purchase/lease & maintenance.
Health, dental, vision, auto, home, casualty, life, property, etc. etc…
List of personal concerns & questions.
Any health concerns you have been putting off or things you can now afford to take care of? How do you want to take care of yourself? Will you want to go to a chiropractor regularly? Get a gym membership? Naturopath? Any destructive vises or weight issues? Whatever you think is important here. Last but not least, mental health, we don’t want to become victims of sudden wealth syndrome.
Safety & Security:
Who will know of your plans? How secret or open will you be? How will you transition from work if you plan to quit & what will you tell people? Will you be the person writing all the checks? Internet security. Security of the workers or employees you hire, such as back ground checks. Safes, alarms, security cameras/systems, metal wallets. Read More
Asset Protection Planning:
With entities? Insurance? Both? Will you be doing trusts, LLC’s, charity? Knowing these things will help you decide what you will need. Like attorneys or CPA’s, etc.
Will you change associations with anyone? Do you need to grow a spine, learn to say no? How will you handle on line social sites? Will you delete anyone? Block anything? Change your name on sites like Facebook? Who do you want to be more involved with?
Do you want to learn anything new, like a language, sport, or skill? Wine making to traveling to starting a charity, this will help you focus yourself.
Start listing the professionals you will need like attorneys, CPA’s, tax attorneys &