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December 21, 2025 39 mins

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Episode summary

This Financial Forward episode steps away from the usual regulatory and industry focus to address what sits underneath every system: people navigating loss, depression, and the hidden strain of caregiving. Jim and Dr. Heidi Taylor, Ph.D. talk candidly about grief, what helps (and what harms) when others try to “support,” and why taking care of ourselves is not optional—especially for caregivers. The conversation closes with a direct reminder to protect your mental health and to be mindful of what others may be carrying.
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Guest

Dr. Heidi Taylor, Ph.D. — Licensed Clinical Psychologist (CA PSY29618) and court-approved supervised visitation monitor in Ventura County; owner of Taylor Supervised Visitation.
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Important note (Reiki): In addition to her clinical background, Heidi also offers Reiki services separately (outside of Taylor Supervised Visitation). If you are interested in Reiki, the best path is to contact Heidi directly (see links below).

What you’ll hear in this episode

  • The lived experience of grief and how it changes your body, mind, and relationships
  • The difference between presence and “fixing”
  • Why caregivers need support, recognition, and space to breathe
  • Practical recovery tools: therapy, medication (when appropriate), and support groups
  • A closing message on mental health, compassion, and looking out for one another

Key moments (from the transcript; timestamps approximate)

  • 07:27 — Jim introduces Tales of Awakening
  • 07:49 — Heidi speaks to being widowed at a very young age
  • 08:06 — Early support gaps (including hospice-era resources)
  • 09:38 — A pivotal therapy moment and the long arc of healing
  • 19:44 — Jim on caregivers: what people don’t see and why it matters
  • 25:10 — Recovery pathways: medication, support groups, and structured help
  • 36:41 — Serious risk moments and clinical safety practices (content note)
  • 38:31 — Jim’s closing message: take care of yourself; recognize caregivers

Listener note

This episode includes discussion of grief, depression, and crisis risk. If you are in immediate danger or need urgent support, call your local emergency number. In the U.S., you can call or text 988 (Suicide & Crisis Lifeline).

More from Jim:
LinkedIn: https://www.linkedin.com/in/mccarthyhatch/
https://www.mccarthy-hatch.com/

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