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Stay Ahead of the Curve with Video Insights

Get ongoing access to expert financial planning information with a subscription to Video Insights from Brett Danko. Brett breaks down the topics and issues that matter right now and explains how to apply them to your practice and shares practical knowledge you can use with clients the same day.

Two to three times per month, Brett will email you a brand-new 10–15 minute video that cuts through the noise and gets straight to what’s important. Each session features:

As a subscriber, you’ll also enjoy unlimited access to the full library of past videos, perfect for catching up any time or revisiting topics when you need to.

 

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Designed for Busy Professionals  

Every Insight is delivered straight to your inbox and formatted for easy viewing on your phone, computer, or tablet. You can download the recordings and any supplemental materials for unlimited use, and membership can be canceled at any time—no hassle.

Bonus: CE Discounts

Video Insights subscribers receive exclusive discounts on Brett’s Continuing Education courses. If you’ve benefited from Brett’s teaching before, you already know how valuable his CE programs are. This is a simple, affordable way to stay current and keep your certification up to date.

RECENT VIDEO INSIGHTS FROM BRETT

The New Tax Law (OBBB)

I'm ready to discuss “The One Big Beautiful Bill” or OBBB. Not sure if it is beautiful, but it is big. This call does an overview of the new law, and I really want to hit the main points that affect our clients. I plan to do deeper dives into specific aspects of the new law in the coming weeks.

Charitable Deduction Changes in the New Tax Law (OBBB)

This call does a deeper dive into the changing rules in 2026 surrounding charitable giving in the recently passed tax law.

Selling the Family Home

This call focuses on the cashflow and tax implications of selling the family home. We all know about the $250K (single) / $500K exclusion (MFJ), but many of our clients in higher cost areas have gains higher than those amounts.

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