SDT Financial Resources

Our goal is to help medical and dental professionals with their financial planning needs. We've created a variety of resources to help you every step of the way. You’ll find recent videos, podcasts, helpful guides and blogs to inspire you to personal, professional, and financial wellness.

Video Library

Our video series and webinars will introduce you to our team and allows you to tap into our knowledge on the financial topics that affect physicians and dentists.

Dentist showing a boy how to brush his teeth

Blog Articles

Whatever stage of your life and career you are in, SDT is here to support you. Our articles will keep you up to date on best practices for financial planning and wealth management.

Life Insurance for Doctors: What Residents Need to Know

Life Insurance Considerations for Doctors In Training September is Life Insurance Awareness Month (LIAM). How will you protect your biggest ...

10 Mistakes Doctors Should Avoid When Purchasing Disability Insurance

Since you were in medical school, it has probably been drilled into your head that you must have disability insurance. Your ability to earn ...

Financial Considerations for Dual-Doctor Households

Being in a dual high-income earner household — like a dual-physician or dual-dentist marriage — has unique career and family experiences. ...

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Podcast Library

In the Prosperous Doc® Podcast, we feature physicians, dentists, and other leaders in the medical and dental industries. You will hear doctors’ discuss their varied career paths and listen to real-life stories of turning practice wealth into personal wealth. 

Podcast Episode 68 | Trends in Dental Transactions & Considerations Before Selling to a DSO

The DSO landscape is ever-evolving, and rising interest rates have directly impacted the deal structures DSOs most commonly offer. To ...

Podcast Episode 67 | Medical Missions and Expanding Your Worldview

In this episode of the Prosperous Doc®, our host Shane Tenny, CFP® welcomes Dr. Carlos M. Moretta to discuss his medical missionary work, ...

Podcast Episode 66 | Tech in Medicine: How AI and Chat GPT are Changing Healthcare

In this episode of the Prosperous Doc®, our host Shane Tenny, CFP®, welcomes Dr. Harvey Castro to discuss the future of AI and Chat GPT in ...

Beautiful female doctor examining a little boy with his father at the hospital

Free Downloads

Are you ready to create a sound financial plan? Financial planning can be stressful if you don't know where to start. That's why we created the SDT resource library to help you with your financial planning journey and bring you steps closer to your financial goals. Download one of our resources to get started!

5 Steps to Organize Your Finances

Having a financial plan leads to better money making decisions, financial stability, and peace of mind. We have compiled a list of key questions to help get you started organizing your finances.

5 Ways to Improve Your Practice's Financial Health

Is your practice in good financial health? There are five financial areas that are often overlooked in a medical practice but can make a big impact on efficiency and growth.

Student Loan Repayment Guide

Understand: What type of loans do I have? How do I qualify for Public Service Loan Forgiveness? What other options do I have? Who can help me when I have questions?