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.

Is My Group Disability Insurance Coverage Enough?

Your employer may have group disability insurance (sometimes called  business disability insurance) available. As a physician or dentist, ...

Why A Financial Portfolio is Not a Financial Plan

Many people think that a financial portfolio and a financial plan are the same thing. Certainly, there is overlap. However, there are some ...

Seven Common Retirement Planning Mistakes for Doctors

As a doctor, you are more likely than most people to be well-versed in the matters of physical or oral health. However, you may not know ...

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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 53 | Get Educated and Empowered About Estate Planning

In this episode of the Prosperous Doc®, our host Shane Tenny, CFP® welcomes esteemed attorneys Christian Perrin of Perrin Legal and Pete ...

Podcast Episode 52 | Making Friends and Building Your Community with Dr. Stacy Goldbaum

On this episode of the Prosperous Doc ®, our host Shane Tenny, CFP® welcomes Dr. Stacy Goldbaum. Dr. Goldbaum shares her story of moving ...

Podcast Episode 51 | The Importance of Community Health

On this episode of the Prosperous Doc ®, our host Shane Tenny, CFP® welcomes Dr. Beena Nagappala. Dr. Beena Nagappala began her medical ...

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?