SDT Financial Resources

Our goal is to help medical and dental 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.

Four Charitable Giving Strategies for Retirees

One of the most meaningful aspects of accumulating wealth is the ability to give back. Families and individuals donate for a variety of ...

Adapting to Life After Dental School: Tips for New Dentists

Congratulations – you made it to the end! You are now a dental school graduate and a practicing dentist. Sometimes working in the real ...

Breaking Down Retirement Plans for Physicians and Dentists

"Am I on track for retirement?", "Am I saving money in the most tax-efficient manner?", "I am maximizing my contributions to my 401(k) ...

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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 57 | Full Scope Primary Medical Care in Rural America

In this episode of the Prosperous Doc®, our host Shane Tenny, CFP®, talks to Dr. Zed Zha, MD, about her work in a rural eastern Washington ...

Podcast Episode 56 | Never Stuck: How Doctors Can Find New Career Paths

In this episode of the Prosperous Doc®, our host Shane Tenny, CFP®, talks to Melissa about her work as a career coach, specifically in the ...

Podcast Episode 55 | Sparking Change: How Physician Well-Being Affects Quality of Life

In this episode of the Prosperous Doc®, our host Shane Tenny, CFP® invites Dr. Waxman to discuss the importance of physician well-being and ...

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?