Stay Ahead of the Curve with Video Insights
Imagine having ongoing access to seasoned financial planning expert who breaks down the issues that matter right now, showing you exactly how they apply to your practice, and giving you practical ideas you can use with clients the same day.
That’s exactly what you get with a subscription to Video Insights from Brett Danko. 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:
Direct and understandable explanations of timely financial planning topics
Real-world examples showing who’s affected and how to apply the concepts
Actionable ideas you can use immediately with current clients and prospects
Coverage of the issues impacting the CFP® profession, from regulatory updates and new laws to industry trends and current events
Topics inspired by subscriber requests, so the content stays relevant to your day-to-day needs
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.
Subscription Options
Monthly Subscription
$19.95 per month
Annual Subscription
1-year subscription for $219.45 (12 months for the price of 11).
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.