The Underdog Physician Podcast

Louis Green on Behavioral Finance, Diversification, and Building a Holistic Retirement Plan

On the Underdog Physician podcast, host Anish interviews Louis Green, founder of Prestiq Wealth, a wealth advisor with CFA, CFP, and CPWA credentials and prior roles at Bankers Trust/Deutsche Bank, PNC, and UBS. Green shares his Brooklyn origins, interest in investing, and his move toward fiduciary, tech-enabled holistic planning at Savvy Advisors, plus his book Five Steps to Retirement Planning and mentoring with Savvy Ladies. He highlights common blind spots for high-income professionals such as short-term, undiversified day-trading behavior and tax implications of short-term gains. He advises doing deeper research or using diversified vehicles like ETFs and focusing on asset allocation. Trends discussed include buffered ETFs for downside hedging, direct indexing for tax-loss harvesting, and renewed attractiveness of fixed income with higher rates. They cover retirement and tax strategies (401(k)/403(b), solo 401(k), deferred comp, mega/backdoor Roth, HSA, donor-advised funds), estate planning basics, entrepreneurship planning and avoiding over-leveraged marketing, team culture, managing volatility by staying invested, and Green’s legacy goal of getting more people to have financial and retirement plans. 00:00 Welcome and Guest Intro 01:00 Louis Green Origin Story 02:47 Physician Money Blind Spots 04:06 Avoiding Day Trading Traps 05:40 Credentials and Planning Style 07:07 New Allocation Trends 08:57 Buffered ETFs Explained 10:27 Founding Prestiq Wealth 12:08 Aligning Portfolios With Life 14:10 Retirement Accounts and Taxes 17:13 Five Steps Book Takeaways 18:37 Family and Entrepreneur Scenarios 21:31 Building Teams and Culture 23:44 Mentorship and Work Rhythm 26:42 Handling Volatility and Timing 28:45 S&P 500 Run and Cycles 31:30 Legacy and Closing Amazon book: https://www.amazon.com/STEPS-RETIREMENT-PLANNING-Actions-Retirement-ebook/dp/B0DNVK48FW/?_encoding=UTF8&pd_rd_w=WRMPi&content-id=amzn1.sym.3a079c4e-f938-40c9-a0ed-01ef0e9528e9&pf_rd_p=3a079c4e-f938-40c9-a0ed-01ef0e9528e9&pf_rd_r=145-4756456-8694467&pd_rd_wg=k1Rix&pd_rd_r=cc05f83e-a4e9-430b-b5c1-a8cdf2f1e9eb

David Norris on Building Affinion Health: AI Inbox Automation, Teams, and Engineered Luck in Healthcare Entrepreneurship

On the Underdog Physician podcast, serial entrepreneur and investor David Norris—co-founder and CEO of Affinion Health (AI-powered inbox and workflow automation) and an Ernst & Young Entrepreneur of the Year winner—shares his entrepreneurial journey, emphasizing passion, perseverance, and team alignment over perfect planning or chasing money. He describes early lessons from building fraud-prevention checkout keypad systems, argues “engineered luck” comes from raising opportunity through great teams, and discusses the emotional realities of exits, including a near-IPO lost to a market crash. Norris explains Affinion’s AI agent triages EHR inbox work (labs, prescription renewals, and upcoming patient messaging), cutting inbox volume 40–50% and freeing about five hours weekly, while avoiding regulatory risk by following provider-defined protocols rather than making clinical decisions. He covers fundraising (a $5M round), competitive strategy (embedding into EHRs, low pricing), investor red flags, mentorship value, intense time-boxed work habits, and a legacy goal of improving patient care by better equipping providers.

Dr. Rashika Bansal on Building HALT Clinic: Modern Metabolic Care, GLP-1s, and Physician Entrepreneurship

On the Underdog Physician podcast, host Anish interviews Dr. Rashika Bansal about her path from India to U.S. training in internal medicine and an NIH endocrinology fellowship that shaped her focus on obesity and metabolism, followed by work at Cleveland Clinic and a move back to the Northeast. She explains why she launched HALT Clinic to deliver more streamlined, closely monitored weight management and metabolic care amid growth of telehealth weight-loss companies, compounded drugs, and social-media misinformation. Dr. Bansal discusses the value of ABOM certification, HALT’s protocols including body composition tracking, CGM-guided nutrition personalization, and lab monitoring, and potential expansion into longevity, stress management, yoga, and peptides. She shares startup lessons on bureaucracy, marketing, delegation, team-building, bootstrapping, and balancing business ethics with medicine, plus work-life integration, exercise habits, supplements, and a legacy goal of improving women’s health and empowering female physician entrepreneurs. 00:00 Welcome and Guest Intro 01:02 Origin Story and Training 02:50 Mentors and Finding Endocrinology 05:30 Exploring Career Options 07:46 Why Start Halt Clinic 10:11 ABOM and Obesity Expertise 12:10 Halt Protocols and KPIs 14:57 Startup Lessons and Team 17:45 Co-Founder and Early Mistakes 21:12 Scaling Without Losing Quality 22:48 Bootstrapping and Knowing Numbers 25:09 Work Life Integration and Wellness 29:35 Advice Legacy and Closing

Dr. Minal Shah on Hospital Medicine, Clinical Informatics, and Building a Virtual Care Model

On the Underdog Physician podcast, hospitalist and host interviews Dr. Minal Shah, medical director of virtual care at CommonSpirit Health’s Mountain region and an informaticist on the CommonSpirit national team. Shah shares how early exposure to medicine led her to Baylor College of Medicine for residency and chief residency, why she chose hospital medicine for its acuity, variety, and shift flexibility, and how a 2021 Stanford AI in Healthcare conference sparked her transition into digital health. She discusses ways to build informatics skills, the importance of physician involvement in tool development, and how AI such as ambient scribes can reduce EHR burden while raising concerns about over-reliance. She outlines virtual hospitalist care models, emphasizes change management and clinician adoption challenges, highlights mentorship, recommends Designing Your Life, and describes her work on large-scale EHR implementation and an ideal interoperable, insight-driven EHR. 00:00 Meet Dr Minal Shah 00:54 Early Path to Medicine 02:38 Why Hospital Medicine 03:57 AI Conference Turning Point 04:53 Building Informatics Skills 07:38 AI and Patient Connection 11:31 Virtual Care Leadership 13:53 What Clinical Informatics Is 18:04 Virtual Hospitalist Models 20:53 Lessons Across Health Systems 23:00 Mentors and Career Design 29:14 Weekly Workflow and Travel 30:24 Legacy and Ideal EHR 33:23 Closing Thanks

Julio G. Martinez-Clark on BioAccess and Accelerating First-in-Human Clinical Trials Globally

On the Underdog Physician Podcast, Anish interviews Julio G. Martinez-Clark, CEO of BioAccess, about his path from electrical engineering in Colombia and an MBA in Boston to building a contract research organization focused on medtech first-in-human and early-phase OUS trials. He explains how his brother Pedro’s work revealed major U.S. barriers—IRB delays, FDA uncertainty, investigator access, patient recruitment, and high costs—driving startups overseas, and how BioAccess professionalized trials in Latin America, growing to ~40 employees and expanding to Australia, Eastern Europe, and biopharma. Julio shares how the pandemic forced remote proctoring with OR cameras and iPads, enabling 33 procedures and Zoom-based consent. He discusses why independent hospitals and patient access dynamics speed trials in Latin America, early regulatory confusion in Colombia that led BioAccess to push legal changes, team-building lessons, bootstrapping vs fundraising, launching and rebranding his podcast to Global Trial Accelerators, and his legacy goal of maximizing human impact, including updating Colombia’s clinical research law. 00:00 Welcome and Guest Intro 00:41 Julio’s Origin Story 02:59 BioAccess Is Born 05:02 Scaling Across Regions 05:43 Pandemic Trial Reinvention 08:42 Why LatAm Moves Faster 12:12 Regulatory Roadblocks 14:26 Building a Winning Team 17:13 Bootstrapping and Funding 19:14 Launching the Podcast 22:37 LinkedIn as Growth Engine 25:17 Life, Travel, Balance 27:29 Legacy and Law Reform 29:53 Closing Thanks