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.

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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.

10 Things These Doctors Wish They Knew Before Resident Match

If you look back on your life five years ago, would you have imagined it would look like it does now? In medicine, the learning curve can ...

The Power of Dollar-Cost Average Investing

You may not know it, but you are probably already a dollar cost average investor! Do you contribute to your 401(k) or Roth IRA every month? ...

How to Bridge the 60% Disability Income Gap

Nobody wants to take a 40-60% pay cut if they become injured or go on maternity leave – especially after a decade of training plus ...

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Podcast Library

In our White Coat Wellness 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 27 | How Blockchain Technology Can Improve Physician Credentialing

  In the modern digital world, we’re all accustomed to having our personal information online. From our ID numbers, credit cards, birth ...

Podcast Episode 26 | Effective Employee Contract Negotiation

  You accepted a position at a new practice, you like your colleagues, and the work is fulfilling; everything is going great. However, ...

Podcast Episode 25 | Non-Clinical Career Options with the Doctor's Doctor

  You go through years of medical school, residency, and training, focused on one goal – to finally become a doctor. But what happens when ...

Beautiful female doctor examining a little boy with his father at the hospital

Free Downloads

In our White Coat Wellness 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. 

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?