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.

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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.

The "Ozempic" for Money

I have a friend who works at Novo Nordisk, a pharmaceutical company, which you may not have heard of, but undoubtedly, you've heard of what ...

Pros and Cons of Annuities in Retirement

Planning for your retirement is not easy. There are a number of retirement saving options, like a 401(k) through your employer, individual ...

A Thoughtful Approach to Trust Management: A Corporate Trustee

You've finally started to think about your estate planning, contemplating the crucial decision of selecting a trustee to orchestrate the ...

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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 74 | Coaching the Next Generation of Clinician Scientists

In this episode of the Prosperous Doc®, host Shane Tenny, CFP® welcomes Dr. Onwuemene to discuss her path to becoming a clinician ...

Podcast Episode 73 | Bedside Manners: What Matters in Patient Communication

Tune in to hear Dr. Abramson talk about “bedside manner”, a central element of patient care. Dr. Abramson also shares his perspective and ...

Podcast Episode 72 | Preserving Independent Medical Practices

In this episode of the Prosperous Doc®, host Shane Tenny, CFP®, welcomes Dr. Meyer to discuss the preservation of independent medical ...

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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?

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SDT In the Media

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

KevinMD.com - Financial Considerations For Dual-Doctor Households

David Belinkie, CFP®, partnered with KevinMD.com to share financial considerations that dual-doctor families should take into account. As ...

WBTV - QC Life: Ensuring financial security during Estate Planning Awareness Month

Mary King of WBTV's QC Life interviewed Shane Tenny, CFP® of SDT, about estate planning. They discussed what an estate plan is, who needs ...

WCNC: How student loan payments resuming could impact the economy

Michelle Boudin interviewed Will Koster, CFP® of SDT, about Federal student loan payments resuming in October 2023 and the impact that ...