The Passive Income Investing Podcast

Marco Schwartz: Entrepreneur, Investor & Author

How To Obtain Complete Financial Freedom By Investing In Passive Income Generating Assets

Episodes

  1. 3d ago

    15: Before Your Company’s First Investment: A Practical Setup Checklist

    Before investing company cash, separate the investment decision from the account setup. Marco covers cash purpose and liquidity, corporate-account eligibility, authority and funding, recordkeeping, and a five-question pre-investment review. This episode contains a paid educational feature with LEI System. The registration link below is an affiliate link; Marco may earn a commission. The feature explains LEIs, existing-code checks, registration, managed annual renewals and prepaid service periods. Resources: European broker guide: https://marcoschwartz.com/best-european-brokers/ Interactive Brokers review: https://marcoschwartz.com/interactive-brokers-review/ Revolut Business review: https://marcoschwartz.com/revolut-business-review/ What Is an LEI Number?: https://marcoschwartz.com/what-is-an-lei-number/ LEI System review: https://marcoschwartz.com/lei-system-review/ LEI System registration (affiliate): https://c.trackmytarget.com/?a=qae9b7&i=obcsig LEI System: https://leisystem.com/ GLEIF search: https://search.gleif.org/ Prices checked in the application on 2 October 2026: €59 / €165 / €245 for one / three / five years. Final taxes and jurisdictional charges may differ. LEI System says it manages annual data renewals throughout prepaid service; extension reminders approach the end of that service, not every annual data renewal. Provider timing estimates are not guarantees. The review discusses public terms that still differ from supplied operational clarifications. Educational content only—not investment, tax or legal advice. Corporate eligibility, local obligations and account protection depend on the entity and jurisdiction. Chapters: 00:00 Introduction: a different account holder 01:35 1. Give company cash a job 03:53 2. Choose an account that actually accepts the company 06:29 3. Separate the money—and make authority explicit 09:01 4. Build the records before the portfolio grows 11:34 LEI System paid feature: the identifier checklist 16:08 5. A five-question pre-investment review

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How To Obtain Complete Financial Freedom By Investing In Passive Income Generating Assets