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.

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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.

Preparing for Federal Student Loan Payments to Resume

The Administrative Forbearance of Federal Student Loans is set to expire on January 31, 2022. Then, for the first time in nearly two years, ...

End of Year Tax Planning for Physicians and Dentists

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

Financial Hacks for Physicians Transitioning from Training to Practice

Transition planning involves preparing for the financial and lifestyle changes that take place as you transition from training to practice. ...

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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 50 | The Role that Empathy, Compassion, and Emotional Agility Play in Bridging the Doctor-Patient Gap

On this episode of the Prosperous Doc ®, our host Shane Tenny, CFP® welcomes Dr. Stern to talk about how his experience of personal loss ...

Podcast Episode 49 | Rethinking Burnout and Why it is Important to Address it at the Organizational Level

In this special episode of the Prosperous Doc® Podcast, Paula Davis, the Founder and CEO of the Stress and Resilience Institute, joins ...

Podcast Episode 48 | What’s Changing with Public Service Loan Forgiveness

In this special episode of the Prosperous Doc® Podcast, Will Koster, a CERTIFIED FINANCIAL PLANNER™ at Spaugh Dameron Tenny, is here to ...

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?