SDT Financial Resources

Our goal is to help medical 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.

Making Tough Decisions: The Doctor's Role in a Medical Team

“There’s no “I” in team!” That is what an Ophthalmologist Resident shared in an encouraging post on LinkedIn in September of 2020 after ...

Why Doctors Should Consider a Backdoor Roth IRA

One of the most common questions we get from clients involves Roth IRA accounts. Everyone seems to have a general idea that Roth IRAs are ...

2021 Open Enrollment Considerations for White Coats

  Similar to most financial topics, benefit elections are not a one-size fits all recommendation. Open Enrollment occurs at the end of each ...


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 31 | How Doctors Can Maximize Their Personal Brand

  Personal branding is a familiar concept for people in business or marketing, but is often a foreign concept to medical professionals. ...

Podcast Episode 30 | Facing Racism in the Medical Community

  The last few months have brought intense focus to the topic of racism in the United States and around the world. The immediate ...

Podcast Episode 29 | Overcoming Impostor Syndrome in Medicine

  You did the heavy lifting to become a doctor. The sleepless nights in medical school, the long hours of residency, the personal ...

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?