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.

How to Develop a Sound Investment Strategy

The word ‘investing’ can seem overwhelming; the terminology, the different strategies and, of course, the actual investment selection. But ...

Vlog: The Benefits of Goal Planning

The start of a new year always feels like a fresh beginning.  We each get a new, clean slate to start off and look to the future.  Whether ...

A Doctor’s Medical Mission Trip Journal

Dr. Kathy Raynor, board certified physician in internal medicine, specializing in gastroenterology, returned from serving in Nicaragua ...

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

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. 

Episode 1

Learn from Dr. Mendelson's experience of opening a Direct Primary Care Practice.

Episode 2

Find out about Dr. Angela Fusaro's career in medicine and entrepreneurial journey as a co-founder of Physician 360.

Episode 3

Introducing our friend and innovator, Dr. Joseph Hsu. He is Vice-Chair of Quality for the Atrium Health Musculoskeletal Institute, a Professor of Orthopaedic Trauma, and Director of the Limb Lengthening and Deformity Service.