SDT Financial Resources

Explore articles, videos, and guides designed to help you better understand the financial decisions that accompany a successful career, significant wealth and major life transitions.

Video Library

Our video series and webinars will introduce you to our team and allow you to tap into our knowledge on the financial topics that affect you.

Shane Tenny discusses America’s 250th birthday and the nation’s history of perseverance, resilience, and self-government.

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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.

How to Prepare Your College Student for Financial Independence

Helping a child become financially independent does not require cutting them off all at once. A gradual transfer of responsibility can give ...

6 Sports Lessons for a Stronger Financial Game Plan

Fall is here, and with it comes one of America’s favorite rituals: the return of college and professional football, baseball playoffs, ...

Why You Owe Taxes on Capital Gains: Even If You Didn’t Sell or Withdraw

If you reviewed your investment tax forms and were surprised to see a capital gain distribution even though you did not sell an investment ...

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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!

Personal Cash Flow Worksheet

Learning where your cash flow is going is essential to creating an actionable plan to achieve your financial goals. Take control of your finances by downloading the “Personal Cash Flow” Worksheet.

Worksheet

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Budgeting Guide for Mid-Career Physicians & Dentists

Uncertain what to do with your leftover money? Have your finances become a source of worry and angst? This guide will help you better understand how much you should spend, save, invest, and pay down debt.

Guide

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10 Financial Moves to Make Before You Start Practicing Medicine or Dentistry

You’ve worked hard to get where you are, but don’t let up just yet! If you take the time to financially plan now, it will make your career - and your lifestyle - less stressful and more enjoyable. We’ve created this guide to help you start down the right path to a successful and fulfilling career.

Guide

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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.

eMoney - Uncovering and Aligning Clients’ Financial Priorities

Jordan Bilodeau, CFP®, partnered with eMoney to explore how financial planners can uncover and align clients’ priorities by using the ...

KevinMD.com - Signing bonuses and taxes: What physicians should know

Shane Tenny, CFP®, partnered with KevinMD.com to explain how signing bonuses can be an attractive part of a new job offer, but physicians ...

KevinMD.com - Navigating your 457 plan

Shane Tenny, CFP®, partnered with KevinMD.com to discuss what to do with a 457(b) plan if you are changing jobs as a physician. If you have ...

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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 guests discuss their varied career paths and listen to real-life stories of personal, professional, and financial wellness and success.

Podcast Episode 79 | Beyond the Numbers: How Money Beliefs Shape Your Financial Life

This episode of the Prosperous Doc® podcast spotlights Ashley Quamme, who reveals how money decisions are driven by emotions and beliefs, ...

Podcast Episode 78 | Empowering Women in Medicine

This episode of the Prosperous Doc® podcast delves into the experiences and insights of two female physicians and authors, Dr. Sylvia ...

Podcast Episode 77 | Giving Back and Finding Fulfillment Through Medical Missions

In this episode of the Prosperous Doc® Podcast, Dr. Scannell joins host Shane Tenny, CFP®, to share his experiences and insights, offering ...

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Financial Insights, Straight to Your Inbox

Stay informed and inspired with free blog articles, videos, and resources tailored to your financial journey. Choose the topics that matter most to you or opt-in to all.

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