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.

Estate Planning: Signing Your Estate Documents Is Not the Final Step

As holistic financial planners, all elements of one's finances take priority in our process. Whether it is protection planning, investment ...

A Financial Planner’s Last-Minute Tips for 2022 Tax Returns

Usually, the tax filing deadline is April 15th. However, due to when April 15th falls this year, April 18th is the deadline to file your ...

Unclaimed Property: What Is It and How Do You Find It?

Did you know that 1 in 10 Americans have unclaimed property or money floating around out there, according to the National Association of ...

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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 63 | Negotiating the Physician Contract You Deserve

In this episode of Prosperous Doc, Ethan talks with host Shane Tenny about everything you need to know regarding contract negotiations, ...

Podcast Episode 62 | The Ins and Outs of Medical Virtual Professionals

In this episode of the Prosperous Doc®, our host Shane Tenny, CFP® welcomes Beth Lachance, CEO of REVA Global Medical, to discuss how she ...

Podcast Episode 61 | Unpacking the Good and the Bad of Grit

Tune in to this episode of the Prosperous Doc® to hear our host Shane Tenny, CFP®, chat with Dr. Orman about the true meaning of grit and ...

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?