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 Importance of Attracting and Retaining Associate Dentists

As a dental practice owner, knowing when it's time to add a dental associate to your team is essential for providing high-quality patient ...

How Do Restricted Stock Units Work?

Employees can receive many forms of equity- or stock-based benefits as part of their compensation packages. One that you may have heard of ...

Breaking Down Retirement Plans for Physicians and Dentists

"Am I on track for retirement?", "Do I have a good savings strategy in place?", "I'm maximizing my contributions to my 401(k) plan, so I'm ...

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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 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 ...

Podcast Episode 76 | Exploring Career Opportunities in the Pharma Industry for Clinical MDs

On this episode of the Prosperous Doc®, our host Shane Tenny, CFP® welcomes Dr. Kreher to discuss how she made the move from the patient ...

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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.


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.


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.


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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.

WBTV - QC Life: I wish I knew: Do's and Don'ts of Financial Planning

Kristen Mirandi of WBTV's QC Life interviewed Shane Tenny, CFP® of Spaugh Dameron Tenny, about four things to know before consulting with a ... - Financial Considerations For Dual-Doctor Households

David Belinkie, CFP®, partnered with 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 ...