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.

Your Advisor Is a Planner, Not a Prophet

Why Financial Success Comes From Building a Plan, Not Predicting the Future Imagine you're driving through thick fog. You can’t see more ...

Luxury Fractional Ownership: Is It a Smart Financial Move?

The dream of owning a luxurious vacation home with ocean views, ski-in/ski-out chalets, and five-star amenities has long been reserved for ...

Tax Implications of Moving to Another State: What Physicians and Dentists Should Know

Filing taxes is already complex — adding a state-to-state move can make things even more confusing. For physicians and dentists relocating ...

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.

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 ...

Physicians Practice: Behavioral finance: A guide for physicians and dentists as business owners

Shane Tenny, CFP®, authored an article for the online publication Physicians Practice about how understanding behavioral finance principles ...

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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