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.

Federal Student Loan Announcement: Extension of the Forbearance & Debt Relief Update

Once again, payments and interest on federal student loans have been paused. Payment and Interest Pause Extended As a result of the ...

2022 End of Year Tax Planning for Doctors

With so much to look forward to during the holiday season, it is easy for busy professionals like physicians and dentists to overlook what ...

3 Essential Ideas for Charitable Giving

Consider making charitable contributions as 2022 comes to an end and you look for ways to reduce your year-end tax exposure. There are ...

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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 58 | Learn How to Let Go of Perfectionism

In this episode of the Prosperous Doc®, our host Shane Tenny, CFP® talks to Dr. Cindy Tsai about the root of perfectionism, the connection ...

Podcast Episode 57 | Full Scope Primary Medical Care in Rural America

In this episode of the Prosperous Doc®, our host Shane Tenny, CFP®, talks to Dr. Zed Zha, MD, about her work in a rural eastern Washington ...

Podcast Episode 56 | Never Stuck: How Doctors Can Find New Career Paths

In this episode of the Prosperous Doc®, our host Shane Tenny, CFP®, talks to Melissa about her work as a career coach, specifically in the ...

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?