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.

Preventing Physician Burnout: How to Combat Workplace Stress

Creating Freedom as a Physician: A Seminar on Reducing Healthcare Burnout  In response to the changing landscape of medicine, Nisha Mehta, ...

8 Questions a Dentist Should Ask Before Hiring a Financial Planner

  When you first start thinking about finding someone to help with your finances, it can be more challenging than you originally ...

Disability Insurance Basics for the New Physician

Disability insurance is an essential part of overall financial wellness for anyone that earns an income. For physicians, dentists, and ...


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 37 | Taking Risks and Reaping the Reward

  Episode Summary Heather and Scott Paviol are one of the rare couples that can work together — and it’s because they each have strengths ...

Podcast Episode 36 | How an MBA Can Help Doctors Discover Opportunities and Earn Passive Income

  Episode Summary Dr. Nithin Natwa wears many hats. He practices family care, and he's also a board-certified physician in sports medicine. ...

Podcast Episode 35 | How Lifestyle and Culinary Medicine Can Help You Thrive

  Episode Summary For Dr. Colin Zhu, medicine runs in the family. Dr. Zhu's mother practiced Chinese medicine, an ancient practice that ...

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?