Building Multiple Streams of Income
Combine rental, lending, dividend, options and business income into one plan.
About this course
A big-picture course on diversifying income. Compare the effort, liquidity, risk and capital needs of each income stream and design a sequence that fits your time and resources.
What you will learn
- Compare income streams by risk, liquidity and effort
- Sequence investments as capital grows
- Estimate income targets realistically
- Build a personal income roadmap
Curriculum
8 modules · 14 lessons · 1h 11m
- 2 lessons
Module 1
Introduction
- 2 lessons
Module 2
Core Principles
- Wealth Measured in Cash FlowVideo · 6 min
- The Four Levers: Income, Savings Rate, Return and TimeWritten lesson · 4 min
- 2 lessons
Module 3
Portfolio Structure
- Core and Satellite AllocationVideo · 6 min
- Income Streams ComparedWritten lesson · 4 min
- 2 lessons
Module 4
Financial Analysis
- Building a Personal Balance SheetVideo · 6 min
- Measuring Passive Income CoverageWritten lesson · 4 min
- 2 lessons
Module 5
Risk Management
- Concentration RiskVideo · 6 min
- Illiquidity and Lock-UpsWritten lesson · 4 min
- 1 lessons
Module 6
Real-World Examples
- Example: An Illustrative $100,000 Education PlanVideo · 6 min
- 1 lessons
Module 7
Case Study
- Case Study: A Ten-Year Cash Flow PlanCase study · 7 min
- 2 lessons
Module 8
Final Assessment
- Final AssessmentQuiz · 3 min
- Applied AssignmentAssignment · 5 min
Your instructor
Catherine Brooks, CFP
Wealth Strategist, Brooks Family Office
Catherine advises families on multi-asset portfolios that balance income, growth and liquidity. She teaches the frameworks that connect individual investments into a plan.
Member reviews
“Very well organized. The case study was the highlight.”
DSDana Sato · Aug 5, 2026“Solid course. I would have liked one more real-world example.”
URUmar Ramirez · Jul 7, 2026“Professional, concise and free of hype. Recommended for any member.”
IBImani Brennan · Jun 15, 2026“Solid course. I would have liked one more real-world example.”
WSWesley Sato · Jan 15, 2026