For investors ready to make their portfolio work harder.
Discover How Your Investments Could Do More
Learn the strategy investors use to generate income from investments they already own.
The Income Shift is a straightforward mini-course that shows you how investors can generate income from stocks they already own -explained in plain English, with no options experience required.
Instant Access • Plain-English Lessons • No Options Experience Required
IT'S SIMPLER THAN YOU MAY THINK
Most Investors Think They Need...
Spend hours watching the market.
A massive portfolio.
A background in options or complicated trading terminology.
More growth because buying, holding, and waiting is what long-term investors do.
What They Actually Need...
A new way to think about the investments you own.
An understanding of where options income comes from.
Two straightforward strategies - covered calls + cash-secured puts.
The knowledge to recognize your portfolio’s potential.
You Don't Need to Become a Day Trader.
You just need to learn how the investments you already own could work differently.
You’ll Never Look at Your Portfolio the Same Way Again.
You open your investment account.
Instead of just checking whether it's up or down, you understand what else may be possible.
You understand the basics of what options are, where options income comes from, and how covered calls and cash-secured puts could potentially fit into the portfolio you've already built.
Then it clicks: "Wait… my investments could generate supplemental income while I still own them?"
You don't need to become a day trader.
You just need to see the portfolio you've spent years building through a new lens.
That's The Income Shift.
INTRODUCING
The Income Shift Mini-Course
See Your Portfolio Differently
The Income Shift is an approachable introduction to how investors can generate supplemental income from investments they already own.
It’s for long-term investors who want to understand how covered calls, cash-secured puts, and option premium could create additional income.
No complicated jargon. No staring at charts. No assuming you already understand options.
5 Lessons • 60 Minutes • Plain English • Learn at Your Own Pace
Lesson 1 - IS YOUR PORTFOLIO DOING EVERYTHING IT COULD?
Discover a new way to think about the investments you already own, and how they could potentially do more than simply grow over time.
Lesson 2 - WHERE OPTIONS INCOME COMES FROM
Learn what option premium actually is, where the money comes from, and why someone is willing to pay it.
Lesson 3 - COVERED CALLS & CASH SECURED PUTS
Covered calls and cash-secured puts, explained simply. The two core building blocks behind everything else you'll learn.
Lesson 4 - SEE YOUR PORTFOLIO THROUGH A NEW LENSE
A real, worked example of how a professional actually looks at a portfolio - what qualifies, what doesn't, and why.
Lesson 5 - ARE YOU READY TO MAKE THE INCOME SHIFT?
A quick readiness check, a look at what's possible when this is done right, and your next step forward.
PORTFOLIO INCOME CALCULATOR
Explore your portfolio’s potential income opportunity with our Portfolio Income Calculator.
The Income Shift
Learn the foundation of an options income strategy before deciding whether you're ready to go deeper.
Today Just $37
One small investment to discover an entirely different way of thinking about the investments you already own.
WHY I CREATED OPTIONS INCOME ADVISOR
I Knew Their Portfolios Could Do More.
That realization changed the way I looked at investing.
After more than 15 years in the financial industry and managing over $300 million in client assets, I saw firsthand how much financial knowledge exists behind the doors of the industry.
Most investors are taught the same basic formula: buy quality investments, hold them for the long term, and hope they grow.
But I knew there was another piece of the conversation.
I had been using covered calls and cash-secured puts with quality investments in my own portfolio to potentially generate additional income, helping us put our investments to work toward things that mattered to our family.
And I kept coming back to one question:
Why aren't more everyday investors being taught how this works?
That question eventually became
Options Income Advisor.
WHY THE INCOME SHIFT
Options Education Without the Overwhelm.
Built for investors who want to understand the opportunity, but not become full-time traders.
Built for Investors, Not Traders
Learn covered calls and cash-secured puts through the lens of someone who already owns quality investments. Not someone chasing the next trade.
Skip the Information Overload
No endless strategies, charts, signals, or complicated terminology. Start with the concepts that actually matter.
Learn From Real-World Experience
Learn from a CFP® professional with 15+ years in the financial industry and experience managing more than $300 million in client assets.
Understand First. Decide Second.
Understand how option premium, covered calls, and cash-secured puts work before deciding whether this strategy belongs in your portfolio.
IS THE INCOME SHIFT FOR YOU?
Built for Investors Who Want Their Portfolio to Do More.
All you need to do is be willing to look at your investments differently.
PERFECT FOR YOU IF...
Portfolio Owner
Long-Term Investor
Income Curious
Options Beginner
Growth Mindset
NOT FOR YOU IF...
High-Risk Trader
Quick-Profit Seeker
Stock-Pick Hunter
Signal Follower
Day Trader
You don’t need more investments. You may just need to understand what else the investments you already own can do.
STILL NOT SURE?
Frequently Asked Questions
Have questions about our services? You're in the right place!
Question 1: What is the Options Income Advisor?
OIA is a financial education company dedicated to helping individuals and families become confident stewards of their financial future through practical education, community, and lifelong learning.
Question 2: Why shouldn't I learn this for free online?
There’s plenty of free information about options online. The Income Shift organizes the concepts into one simple, beginner-friendly path so you can understand how the strategy works without sorting through hours of conflicting or overly technical information.
Question 3: Do I need investing experience?
No options experience is required. The Income Shift is designed for people who already have a basic familiarity with investing but are new to options. We explain covered calls, cash-secured puts, and options income in approachable, plain English.
Question 4 : Is The Income Shift financial advice?
No. The Income Shift is an educational program designed to help you understand how covered calls, cash-secured puts, and option premium work. Nothing in the course should be considered personalized financial, investment, tax, or legal advice, or a recommendation to buy, sell, or hold any specific security. Options involve risk and may not be appropriate for every investor. Always consider your own financial situation, goals, and risk tolerance before making investment decisions.
Question 5: What happens after I finish The Income Shift?
If you're ready to go deeper, The Stewardship Income Method is our complete step-by-step course where Nate teaches the full strategy and how to actually implement it. The Income Shift gives you the foundation so you can decide whether this approach is right for you.
Question 6: What type of account do I need for this options trading strategy?
A brokerage account (individual, joint, or trust) or an IRA (Traditional, Rollover, or Roth). This does not work in a 401(k), 403(b), or other employer-sponsored plan — those don't allow individual stock or options positions.
Question 7: Will I owe taxes on this?
Depends on the account. In a Traditional, Rollover, or Roth IRA, there's no taxable event, the account is tax-sheltered. In a taxable brokerage account, income and gains from these trades can be subject to tax. Talk to your tax professional about your specific situation, especially in a taxable account.
Question 8: What can I sell covered calls on?
Individual stocks and ETFs only. Mutual funds don't have listed options, so this strategy doesn't apply to fund positions.
© Copyright Options Income Advisor 2026. All rights reserved.
Disclaimer: Options Income Advisor provides educational content only and does not provide financial, investment, tax, or legal advice. Options trading involves risk and is not suitable for all investors. Examples and potential income figures are for illustrative purposes only. Past performance does not guarantee future results, and no specific results or income are guaranteed.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification mark CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification mark.
For educational and illustrative purposes only. Results are not guaranteed.