Wealth Planning Insights alternatives: newsletters like it

LinkedInEvery two weeks · last post 14 days ago

Our average client saves $750K of tax in their lifetime by doing this

Likely audience: Retirees aged 65 to 80

2 shared topics

SubstackWeekly · last post 11 days ago

From recent posts: This newsletter publishes advice columns and Q&A segments focused on tax planning, estate matters, and financial risk management for individuals and families. It covers specific topics such as Required Minimum…

Likely audience: Tax professionals

2 shared topics

LinkedInEvery two weeks · last post 19 days ago

A monthly recap of the financial planning/investing articles, webinars, podcasts, and videos by Jonathan Shenkman.

Likely audience: Individual investors

2 shared topics

SubstackSeveral times a week · last post 4 days ago

From recent posts: Nithin Kamath publishes a weekly newsletter covering Indian financial markets, regulatory updates, and business strategy for investors and professionals. The content mixes long-form essays on topics like retirement…

Likely audience: Financial planners

1 shared topic

SubstackWeekly · last post 6 days ago

The secrets to a fulfilling retirement - practical advice, actionable strategies and true stories to help you achieve financial confidence, get healthy and prepare for your epic retirement. Bec Wilson's Aussie/Kiwi…

Likely audience: midlife professionals

1 shared topic

SubstackWeekly · last post 5 days ago

Bec Wilson's UK Epic Retirement newsletter. The secrets to a fulfilling retirement - practical advice, actionable strategies and true stories to help you prepare for your epic retirement in the UK. AU/NZ edition…

Likely audience: financial advisors

1 shared topic

SubstackWeekly · last post 9 days ago

Our late forties, fifties, sixties and even early seventies are our Prime Time! These are our best years. Grab them with both hands! Understand how money, meaning, health and happiness works so you get the best out of…

Likely audience: Book readers and fans of Liane Moriarty

1 shared topic

SubstackWeekly · last post 5 days ago

From recent posts: The Money Memo publishes practical personal finance advice and policy analysis for New Zealanders, covering topics like KiwiSaver reform, mortgage myths, and small business financing. The newsletter mixes analytical…

Likely audience: Personal finance enthusiasts

1 shared topic

SubstackEvery two weeks · last post 4 days ago

From recent posts: Charlotte's Book publishes personal essays and industry reviews covering cosmetic surgery recovery, financial planning for midlife transitions, and entertainment analysis. The publication targets readers navigating…

Likely audience: women in midlife

1 shared topic

SubstackEvery two weeks · last post 39 days ago

Your PhD in Money. Subscribe for research & insights to make better financial decisions and live a happy life.

Likely audience: Individual investors

1 shared topic

SubstackEvery two weeks · last post 19 days ago

Ready to elevate your dividend investing game? Subscribe to ETF Focus and receive our FREE 16-part "Ultimate Guide To Dividend ETF Investing" delivered straight to your inbox now!

Likely audience: Individual investors

1 shared topic

SubstackWeekly · last post 3 days ago

From recent posts: Digital Citizen publishes practical guides on international retirement planning, visa regulations, and banking solutions for Americans relocating abroad. The content focuses on specific destinations like Portugal…

Likely audience: Digital nomads

1 shared topic

SubstackWeekly · last post 8 days ago

From recent posts: Plus 50 Forward publishes articles and interviews focused on career transitions, entrepreneurship, and personal branding for professionals over 50. The content covers financial independence, building digital businesses…

Likely audience: Content creators

1 shared topic

SubstackEvery two weeks · last post 3 days ago

A newsletter with the solo-earner insights big media skips. With expert interviews, commentary and analysis about solo financial journey. Publishes regularly.

Likely audience: Single adults

1 shared topic

SubstackMonthly or less · last post 11 days ago

From recent posts: The Hidden Weave publishes essays on AI productivity, project management frameworks, and the psychological impacts of empathy and retirement. The publication targets professionals and thinkers interested in career…

Likely audience: Business leaders

1 shared topic

SubstackMonthly or less · last post 51 days ago

From recent posts: The Investors Newsletter publishes articles on value investing, retirement planning, and portfolio allocation strategies for individuals aged 20 to 65+. It mixes educational essays with promotional content for paid…

Likely audience: individual investors

1 shared topic

Substacklast post Jun 18, 2026

From recent posts: Dumb Rich publishes articles on business strategy, personal finance, and entrepreneurship for self-employed individuals and entrepreneurs. The publication mixes formats, including M&A analysis, sports marketing, tax…

Likely audience: beauty industry analysts

1 shared topic

SubstackSeveral times a week · last post yesterday

Jordan Grumet talks purpose, career, and enough

Likely audience: investors

1 shared topic

SubstackSeveral times a week · last post yesterday

From recent posts: The Future of Leadership with Ed Brenegar publishes weekly interviews and profiles focused on leadership development, personal resilience, and emerging technologies. The publication features diverse voices including…

Likely audience: older adults considering retirement

1 shared topic

SubstackWeekly · last post 3 days ago

Likely audience: individual investors

1 shared topic

SubstackEvery two weeks · last post 24 days ago

Dans les entrailles de la finance

Likely audience: Financial advisors

1 shared topic

SubstackMonthly or less · last post Aug 11, 2026

From recent posts: Net Worth Stories publishes in-depth case studies of individuals and couples navigating specific financial milestones, such as reaching FIRE, managing debt, or optimizing tax strategies for early retirement. The…

Likely audience: Financial planners

1 shared topic

beehiivDaily · last post 2 days ago

Sixty and Me is an online magazine for women over 60. Topics range from makeup and senior dating to retirement advice and senior travel.

Likely audience: Women over 60

1 shared topic

SubstackWeekly · last post 8 days ago

From recent posts: This newsletter publishes news, policy analysis, and advocacy alerts regarding retiree healthcare, Medicare changes, and union governance for UFT retirees and their allies. It covers specific legislative efforts like…

Likely audience: UFT retirees

1 shared topic