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.

Organizing Your Financial Junk Drawer

Every financial decision has an impact on your future. For physicians, the many life changes from school, to training, practice, and then ...

Is My Group Disability Insurance Coverage Enough?

Your employer may have group disability insurance available. As a physician or dentist, you need to determine if that coverage is ...

How Do You Teach Your Kids About Money?

We often receive the questions “How do I help my child learn the value of money?” or “How do I teach my kids to save?” from clients who are ...


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 42 | Why Venture Capital is the Right Side Gig for This Physician

Episode Summary Dr. Marshall Kuremsky knew he wanted to be an orthopaedic sports medicine surgeon since he was 12 or 13, but it wasn’t ...

Podcast Episode 41 | Practicing Self-Care as a Physician Isn’t Selfish, It Is Self-Preservation

Episode Summary Everyone has their breaking point, but doctors — especially in the era of COVID-19 — often feel like they have no choice ...

Podcast Episode 40 | The Ins and Outs of Medical-Legal Consulting

Episode Summary Dr. Armin Feldman, like many medical professionals, is driven by a passion to help the sick and injured. After selling his ...

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?