SDT Financial Resources

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 allow you to tap into our knowledge on the financial topics that affect you.

Retirees enjoying riding bikes in a vacation location

5 Reasons Goal Setting Helps You Make Better Financial and Life Decisions

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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.

Term vs Whole Life Insurance: How to Choose the Right Coverage for Your Life Stage

Too often, people make life insurance decisions under pressure, driven by fear or confusion, when they should base them on careful ...

The Difference Between Working for and Investing in a Fortune 500

How Public Company Executives Can Think Differently About Investing If you’re an executive at a publicly traded company, your daily routine ...

Catch‑Up Contributions After 50: Maximize Your Retirement Savings

If you're over 50 and feeling the pressure of retirement approaching, you're not alone. Many of our clients wonder if they've saved enough ...

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!

Personal Cash Flow Worksheet

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.

Worksheet

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Budgeting Guide for Mid-Career Physicians & Dentists

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.

Guide

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10 Financial Moves to Make Before You Start Practicing Medicine or Dentistry

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.

Guide

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More Free Resources

SDT in the Media

Recent media coverage on financial topics for which we've been proud to contribute our knowledge and perspective.

eMoney - Uncovering and Aligning Clients’ Financial Priorities

Jordan Bilodeau, CFP®, partnered with eMoney to explore how financial planners can uncover and align clients’ priorities by using the ...

KevinMD.com - Signing bonuses and taxes: What physicians should know

Shane Tenny, CFP®, partnered with KevinMD.com to explain how signing bonuses can be an attractive part of a new job offer, but physicians ...

KevinMD.com - Navigating your 457 plan

Shane Tenny, CFP®, partnered with KevinMD.com to discuss what to do with a 457(b) plan if you are changing jobs as a physician. If you have ...

Podcast Library

In the Prosperous Doc® Podcast, we feature physicians, dentists, and other leaders in the medical and dental industries. You will hear guests discuss their varied career paths and listen to real-life stories of personal, professional, and financial wellness and success.

Podcast Episode 78 | Empowering Women in Medicine

This episode of the Prosperous Doc® podcast delves into the experiences and insights of two female physicians and authors, Dr. Sylvia ...

Podcast Episode 77 | Giving Back and Finding Fulfillment Through Medical Missions

In this episode of the Prosperous Doc® Podcast, Dr. Scannell joins host Shane Tenny, CFP®, to share his experiences and insights, offering ...

Podcast Episode 76 | Exploring Career Opportunities in the Pharma Industry for Clinical MDs

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 ...

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Financial Insights, Straight to Your Inbox

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