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.
When it comes to optimizing your investments and minimizing your tax burden, two popular strategies often come into play: 1031 exchanges ...
Dr. Peter Onorato, an accomplished anesthesiologist, found himself at a crossroads. With a lucrative career and a substantial income, he ...
In the realm of charitable giving, Qualified Charitable Distributions (QCDs) stand out as a financial strategy that allows generous ...
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.
This episode of the Prosperous Doc® podcast delves into the experiences and insights of two female physicians and authors, Dr. Sylvia ...
In this episode of the Prosperous Doc® Podcast, Dr. Scannell joins host Shane Tenny, CFP®, to share his experiences and insights, offering ...
On this episode of the Prosperous Doc®, our host Shane Tenny, CFP® welcomes Dr. Kreher to discuss how she made the move from the patient ...
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!
Learning where your cash flow is going is essential to creating an actionable plan to achieve your financial goals. Take control of your finances by downloading the “Personal Cash Flow” Worksheet.
Uncertain what to do with your leftover money? Have your finances become a source of worry and angst? This guide will help you better understand how much you should spend, save, invest, and pay down debt.
You’ve worked hard to get where you are, but don’t let up just yet! If you take the time to financially plan now, it will make your career - and your lifestyle - less stressful and more enjoyable. We’ve created this guide to help you start down the right path to a successful and fulfilling career.
Recent media coverage on financial topics for which we've been proud to contribute our knowledge and perspective.
SDT in the Media: Shane Tenny appeared as a guest on the KevinMD.com podcast hosted by Kevin Pho, MD. They examine the emerging trend of ...
Shane Tenny, CFP®, authored an article for KevinMD.com about a new, concerning trend in society that has emerged: money dysmorphia. It’s ...
SDT in the Media: John Dameron appeared as a guest on the Financial Residency podcast hosted by Dr. Tammy Crouse. He shares insights on how ...
