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RJ Helguera

Creative Director;*;*;YouTube Strategist;*;*;YouTube Consultant

8 historical reviewsHistorical work attribution

Portfolio

638 work samples. Each credit shows where it came from.

The Smart Way IRA Millionaires Pay Roth Conversion Taxes

The Smart Way IRA Millionaires Pay Roth Conversion Taxes

Craig Wear, CFP® · 210.8K historical views

People behind the work

RJ HelgueraCreative Director profile

Roles recorded on this video: Creative Director, Video Editor, Channel Manager, YouTube Strategist, Thumbnail Designer, Scriptwriter, YouTube Producer

Historical credit: what this means

A retained source record links this person and role to the video. It has not been independently re-verified.

View count is from the source record, not a live YouTube figure.

The Smart Way IRA Millionaires Pay Roth Conversion Taxes
Craig Wear, CFP® 210.8K historical views
Historical credit: what this means

A retained source record links this person and role to the video. It has not been independently re-verified.

How IRA Millionaires Keep Their Money Safe From The IRS

How IRA Millionaires Keep Their Money Safe From The IRS

Craig Wear, CFP® · 21.6K historical views

People behind the work

RJ HelgueraCreative Director profile

Roles recorded on this video: Creative Director, Video Editor, YouTube Strategist, Scriptwriter, Thumbnail Designer, YouTube Producer, Channel Manager

Historical credit: what this means

A retained source record links this person and role to the video. It has not been independently re-verified.

View count is from the source record, not a live YouTube figure.

How IRA Millionaires Keep Their Money Safe From The IRS
Craig Wear, CFP® 21.6K historical views
Historical credit: what this means

A retained source record links this person and role to the video. It has not been independently re-verified.

3 Strategies That Make RMDs a Non-Issue For $1M+ IRAs

3 Strategies That Make RMDs a Non-Issue For $1M+ IRAs

Craig Wear, CFP® · 16.8K historical views

People behind the work

RJ HelgueraCreative Director profile

Roles recorded on this video: Creative Director, Video Editor, Channel Manager, YouTube Strategist, Thumbnail Designer, Scriptwriter, YouTube Producer

Historical credit: what this means

A retained source record links this person and role to the video. It has not been independently re-verified.

View count is from the source record, not a live YouTube figure.

3 Strategies That Make RMDs a Non-Issue For $1M+ IRAs
Craig Wear, CFP® 16.8K historical views
Historical credit: what this means

A retained source record links this person and role to the video. It has not been independently re-verified.

Why IRA Millionaires Shouldn't Listen to This Roth Conversion Advice (and what to do instead)

Why IRA Millionaires Shouldn't Listen to This Roth Conversion Advice (and what to do instead)

Craig Wear, CFP® · 15K historical views

People behind the work

RJ HelgueraCreative Director profile

Roles recorded on this video: Creative Director, Video Editor, Scriptwriter, YouTube Strategist, Thumbnail Designer, YouTube Producer, Channel Manager

Historical credit: what this means

A retained source record links this person and role to the video. It has not been independently re-verified.

View count is from the source record, not a live YouTube figure.

Why IRA Millionaires Shouldn't Listen to This Roth Conversion Advice (and what to do instead)
Craig Wear, CFP® 15K historical views
Historical credit: what this means

A retained source record links this person and role to the video. It has not been independently re-verified.

If I Had 10 Minutes With an IRA Millionaire, I’d Tell Them This

If I Had 10 Minutes With an IRA Millionaire, I’d Tell Them This

Craig Wear, CFP® · 11.2K historical views

People behind the work

RJ HelgueraCreative Director profile

Roles recorded on this video: Creative Director, Video Editor, Channel Manager, YouTube Strategist, Thumbnail Designer, Scriptwriter, YouTube Producer

Historical credit: what this means

A retained source record links this person and role to the video. It has not been independently re-verified.

View count is from the source record, not a live YouTube figure.

If I Had 10 Minutes With an IRA Millionaire, I’d Tell Them This
Craig Wear, CFP® 11.2K historical views
Historical credit: what this means

A retained source record links this person and role to the video. It has not been independently re-verified.

3 Steps To Fully Optimize Your Roth Conversion in 2026

3 Steps To Fully Optimize Your Roth Conversion in 2026

Craig Wear, CFP® · 11.2K historical views

People behind the work

RJ HelgueraCreative Director profile

Roles recorded on this video: Creative Director, Video Editor, Channel Manager, YouTube Strategist, Thumbnail Designer, Scriptwriter, YouTube Producer

Historical credit: what this means

A retained source record links this person and role to the video. It has not been independently re-verified.

View count is from the source record, not a live YouTube figure.

3 Steps To Fully Optimize Your Roth Conversion in 2026
Craig Wear, CFP® 11.2K historical views
Historical credit: what this means

A retained source record links this person and role to the video. It has not been independently re-verified.

How IRA Millionaires Beat The IRS At it’s Own Game

How IRA Millionaires Beat The IRS At it’s Own Game

Craig Wear, CFP® · 10.3K historical views

People behind the work

RJ HelgueraCreative Director profile

Roles recorded on this video: Creative Director, Video Editor, Channel Manager, YouTube Strategist, Thumbnail Designer, Scriptwriter, YouTube Producer

Historical credit: what this means

A retained source record links this person and role to the video. It has not been independently re-verified.

View count is from the source record, not a live YouTube figure.

How IRA Millionaires Beat The IRS At it’s Own Game
Craig Wear, CFP® 10.3K historical views
Historical credit: what this means

A retained source record links this person and role to the video. It has not been independently re-verified.

The 5 COSTLIEST Mistakes In A Roth IRA Conversion

The 5 COSTLIEST Mistakes In A Roth IRA Conversion

Craig Wear, CFP® · 7.6K historical views

People behind the work

RJ HelgueraCreative Director profile

Roles recorded on this video: Creative Director, Video Editor, Channel Manager, YouTube Strategist, Thumbnail Designer, Scriptwriter, YouTube Producer

Historical credit: what this means

A retained source record links this person and role to the video. It has not been independently re-verified.

View count is from the source record, not a live YouTube figure.

The 5 COSTLIEST Mistakes In A Roth IRA Conversion
Craig Wear, CFP® 7.6K historical views
Historical credit: what this means

A retained source record links this person and role to the video. It has not been independently re-verified.

The Roth Conversion Strategy Your CPA Doesn't Believe

The Roth Conversion Strategy Your CPA Doesn't Believe

Craig Wear, CFP® · 6.5K historical views

People behind the work

RJ HelgueraCreative Director profile

Roles recorded on this video: Creative Director, Video Editor, Channel Manager, Thumbnail Designer, YouTube Strategist, Scriptwriter, YouTube Producer

Historical credit: what this means

A retained source record links this person and role to the video. It has not been independently re-verified.

View count is from the source record, not a live YouTube figure.

The Roth Conversion Strategy Your CPA Doesn't Believe
Craig Wear, CFP® 6.5K historical views
Historical credit: what this means

A retained source record links this person and role to the video. It has not been independently re-verified.

IRA Millionaires Need to Convert More Sooner (Here's Why)

IRA Millionaires Need to Convert More Sooner (Here's Why)

Craig Wear, CFP® · 6.1K historical views

People behind the work

RJ HelgueraCreative Director profile

Roles recorded on this video: Creative Director, Video Editor, YouTube Strategist, Scriptwriter, Thumbnail Designer, YouTube Producer, Channel Manager

Historical credit: what this means

A retained source record links this person and role to the video. It has not been independently re-verified.

View count is from the source record, not a live YouTube figure.

IRA Millionaires Need to Convert More Sooner (Here's Why)
Craig Wear, CFP® 6.1K historical views
Historical credit: what this means

A retained source record links this person and role to the video. It has not been independently re-verified.

Skipping Roth Conversions in 2026 Is A $1M Mistake

Skipping Roth Conversions in 2026 Is A $1M Mistake

Craig Wear, CFP® · 5.1K historical views

People behind the work

RJ HelgueraCreative Director profile

Roles recorded on this video: Creative Director, Video Editor, Channel Manager, YouTube Strategist, Thumbnail Designer, Scriptwriter, YouTube Producer

Historical credit: what this means

A retained source record links this person and role to the video. It has not been independently re-verified.

View count is from the source record, not a live YouTube figure.

Skipping Roth Conversions in 2026 Is A $1M Mistake
Craig Wear, CFP® 5.1K historical views
Historical credit: what this means

A retained source record links this person and role to the video. It has not been independently re-verified.

How To Know When A Roth Conversion Saves You Millions

How To Know When A Roth Conversion Saves You Millions

Craig Wear, CFP® · 3.7K historical views

People behind the work

RJ HelgueraCreative Director profile

Roles recorded on this video: Creative Director, Video Editor, Channel Manager, YouTube Strategist, Thumbnail Designer, Scriptwriter, YouTube Producer

Historical credit: what this means

A retained source record links this person and role to the video. It has not been independently re-verified.

View count is from the source record, not a live YouTube figure.

How To Know When A Roth Conversion Saves You Millions
Craig Wear, CFP® 3.7K historical views
Historical credit: what this means

A retained source record links this person and role to the video. It has not been independently re-verified.

“When Will My Roth Conversion Pay Off?” (Wrong Question)

“When Will My Roth Conversion Pay Off?” (Wrong Question)

Craig Wear, CFP® · 3K historical views

People behind the work

RJ HelgueraCreative Director profile

Roles recorded on this video: Creative Director, Video Editor, YouTube Strategist, Scriptwriter, Thumbnail Designer, YouTube Producer, Channel Manager

Historical credit: what this means

A retained source record links this person and role to the video. It has not been independently re-verified.

View count is from the source record, not a live YouTube figure.

“When Will My Roth Conversion Pay Off?” (Wrong Question)
Craig Wear, CFP® 3K historical views
Historical credit: what this means

A retained source record links this person and role to the video. It has not been independently re-verified.

The Smart Way IRA Millionaires Make RMDs A Non-Issue

The Smart Way IRA Millionaires Make RMDs A Non-Issue

Craig Wear, CFP® · 2.5K historical views

People behind the work

RJ HelgueraCreative Director profile

Roles recorded on this video: Creative Director, Video Editor, YouTube Strategist, Scriptwriter, Thumbnail Designer, YouTube Producer, Channel Manager

Historical credit: what this means

A retained source record links this person and role to the video. It has not been independently re-verified.

View count is from the source record, not a live YouTube figure.

The Smart Way IRA Millionaires Make RMDs A Non-Issue
Craig Wear, CFP® 2.5K historical views
Historical credit: what this means

A retained source record links this person and role to the video. It has not been independently re-verified.

If You Have $1M+ In Your IRA, You Need To Know THIS

If You Have $1M+ In Your IRA, You Need To Know THIS

Craig Wear, CFP® · 2.4K historical views

People behind the work

RJ HelgueraCreative Director profile

Roles recorded on this video: Creative Director, Video Editor, Channel Manager, YouTube Strategist, Thumbnail Designer, Scriptwriter, YouTube Producer

Historical credit: what this means

A retained source record links this person and role to the video. It has not been independently re-verified.

View count is from the source record, not a live YouTube figure.

If You Have $1M+ In Your IRA, You Need To Know THIS
Craig Wear, CFP® 2.4K historical views
Historical credit: what this means

A retained source record links this person and role to the video. It has not been independently re-verified.

Your CPA Is Telling You to Convert Less Than You Should

Your CPA Is Telling You to Convert Less Than You Should

Craig Wear, CFP® · 2.3K historical views

People behind the work

RJ HelgueraCreative Director profile

Roles recorded on this video: Creative Director, Video Editor, Channel Manager, YouTube Strategist, Thumbnail Designer, Scriptwriter, YouTube Producer

Historical credit: what this means

A retained source record links this person and role to the video. It has not been independently re-verified.

View count is from the source record, not a live YouTube figure.

Your CPA Is Telling You to Convert Less Than You Should
Craig Wear, CFP® 2.3K historical views
Historical credit: what this means

A retained source record links this person and role to the video. It has not been independently re-verified.

The WORST Tax Mistake In 2026

The WORST Tax Mistake In 2026

Craig Wear, CFP® · 2.2K historical views

People behind the work

RJ HelgueraCreative Director profile

Roles recorded on this video: Creative Director, Video Editor, Channel Manager, YouTube Strategist, Thumbnail Designer, Scriptwriter, YouTube Producer

Historical credit: what this means

A retained source record links this person and role to the video. It has not been independently re-verified.

View count is from the source record, not a live YouTube figure.

The WORST Tax Mistake In 2026
Craig Wear, CFP® 2.2K historical views
Historical credit: what this means

A retained source record links this person and role to the video. It has not been independently re-verified.

5 Ways to Pay Roth Conversion Taxes

5 Ways to Pay Roth Conversion Taxes

Craig Wear, CFP® · 2.2K historical views

People behind the work

RJ HelgueraCreative Director profile

Roles recorded on this video: Creative Director, Video Editor, YouTube Strategist, Scriptwriter, Thumbnail Designer, YouTube Producer, Channel Manager

Historical credit: what this means

A retained source record links this person and role to the video. It has not been independently re-verified.

View count is from the source record, not a live YouTube figure.

5 Ways to Pay Roth Conversion Taxes
Craig Wear, CFP® 2.2K historical views
Historical credit: what this means

A retained source record links this person and role to the video. It has not been independently re-verified.

Don't Make These Roth Conversion MISTAKES

Don't Make These Roth Conversion MISTAKES

Craig Wear, CFP® · 2.1K historical views

People behind the work

RJ HelgueraCreative Director profile

Roles recorded on this video: Creative Director, Video Editor, Channel Manager, YouTube Strategist, Thumbnail Designer, YouTube Producer, Scriptwriter

Historical credit: what this means

A retained source record links this person and role to the video. It has not been independently re-verified.

View count is from the source record, not a live YouTube figure.

Don't Make These Roth Conversion MISTAKES
Craig Wear, CFP® 2.1K historical views
Historical credit: what this means

A retained source record links this person and role to the video. It has not been independently re-verified.

The Time of the Year You Roth Convert Really Matters

The Time of the Year You Roth Convert Really Matters

Craig Wear, CFP® · 2.1K historical views

People behind the work

RJ HelgueraCreative Director profile

Roles recorded on this video: Creative Director, Video Editor, YouTube Strategist, Scriptwriter, Thumbnail Designer, YouTube Producer, Channel Manager

Historical credit: what this means

A retained source record links this person and role to the video. It has not been independently re-verified.

View count is from the source record, not a live YouTube figure.

The Time of the Year You Roth Convert Really Matters
Craig Wear, CFP® 2.1K historical views
Historical credit: what this means

A retained source record links this person and role to the video. It has not been independently re-verified.

Most IRA Millionaires Get This Wrong

Most IRA Millionaires Get This Wrong

Craig Wear, CFP® · 2K historical views

People behind the work

RJ HelgueraCreative Director profile

Roles recorded on this video: Creative Director, Video Editor, Channel Manager, YouTube Strategist, Thumbnail Designer, Scriptwriter, YouTube Producer

Historical credit: what this means

A retained source record links this person and role to the video. It has not been independently re-verified.

View count is from the source record, not a live YouTube figure.

Most IRA Millionaires Get This Wrong
Craig Wear, CFP® 2K historical views
Historical credit: what this means

A retained source record links this person and role to the video. It has not been independently re-verified.

These 3 Questions Will Optimize Your Roth Conversions

These 3 Questions Will Optimize Your Roth Conversions

Craig Wear, CFP® · 2K historical views

People behind the work

RJ HelgueraCreative Director profile

Roles recorded on this video: Creative Director, Video Editor, Channel Manager, YouTube Strategist, Thumbnail Designer, Scriptwriter, YouTube Producer

Historical credit: what this means

A retained source record links this person and role to the video. It has not been independently re-verified.

View count is from the source record, not a live YouTube figure.

These 3 Questions Will Optimize Your Roth Conversions
Craig Wear, CFP® 2K historical views
Historical credit: what this means

A retained source record links this person and role to the video. It has not been independently re-verified.

EXACTLY How To Avoid This IRS Roth Conversion Penalty

EXACTLY How To Avoid This IRS Roth Conversion Penalty

Craig Wear, CFP® · 1.9K historical views

People behind the work

RJ HelgueraCreative Director profile

Roles recorded on this video: Creative Director, Video Editor, Channel Manager, YouTube Producer, YouTube Strategist, Thumbnail Designer, Scriptwriter

Historical credit: what this means

A retained source record links this person and role to the video. It has not been independently re-verified.

View count is from the source record, not a live YouTube figure.

EXACTLY How To Avoid This IRS Roth Conversion Penalty
Craig Wear, CFP® 1.9K historical views
Historical credit: what this means

A retained source record links this person and role to the video. It has not been independently re-verified.

What 2000+ Client Cases Have Taught Us About Roth Conversions

What 2000+ Client Cases Have Taught Us About Roth Conversions

Craig Wear, CFP® · 1.8K historical views

People behind the work

RJ HelgueraCreative Director profile

Roles recorded on this video: Creative Director, Video Editor, Channel Manager, YouTube Strategist, Thumbnail Designer, Scriptwriter, YouTube Producer

Historical credit: what this means

A retained source record links this person and role to the video. It has not been independently re-verified.

View count is from the source record, not a live YouTube figure.

What 2000+ Client Cases Have Taught Us About Roth Conversions
Craig Wear, CFP® 1.8K historical views
Historical credit: what this means

A retained source record links this person and role to the video. It has not been independently re-verified.

About these numbers

Videos reported in the source portfolio
638The work samples shown above.
Views reported for the portfolio
213MThe source’s total for this person’s listed videos, from an unknown date. It counts public views of those videos, not views this person generated, and is not a live figure.
Channels associated
13Channels linked to this profile in the source record. An association is not a confirmed working relationship.
D

Drum Beats Online

Historical review
Incredibly organized, communicative, and skilled. It is clear that RJ puts incredible thought and care into everything he does for our creative team. I strongly recommend having RJ come in and fix up your channel!

Retained source review

A

A Life Engineered

Historical review
RJ was super organized. He was a great communicator, did my work on-time and at amazingly high quality. What impressed me the most was that he not only took the time to understand what I wanted but also gave suggestions on different creative directions we could go. This type of contribution is super rare, and it really stuck out to me. You cannot go wrong with working with RJ!

Retained source review

Skills & specialties

Content specialties

Business and FinanceEducationEntertainmentFilm & AnimationHowto & StyleMusic+5 more

Creative styles

AnimationBehind the scenesChallengeCinematicCommentaryFaceless+17 more

Software

Adobe After EffectsAdobe PhotoshopAdobe Premiere ProCapCutDaVinci ResolveFinal Cut Pro

Skills & services

Adobe FireflyAnthropic ClaudeApple MotionCanvaCanva AIChatGPT+23 more

Languages (historical self-report)

English

About

www.creative-direct.com ✉️ email me at [email withheld — use the contact form] 📈 Currently available as your one stop shop for Creative Direction, Strategy, Scripting, Editing, and Thumb Design for businesses who use YouTube for leads. We will explode your lead/channel growth, improve your offer, and take over your creative process leaving you with more time to grow your business. You film, we do everything else. Qualifications: 👀 Over 200 Million views on YouTube alone 💰 Helped creators earn over 10 Million Dollars ⏳ 20 Years experience as a Creative Director 🪄 Active creative team for Drum Beats Online (1M Subs), A Life Engineered (200k subs), Streamline Financial (200k subs), Craig Wear (12k subs). ☎️ I will help you... ✅ Analyze and fix where your YT pipeline is blocked ✅ Create repeatable systems so your videos actually make you money ✅ Help with Ideation and scripting ✅ Take video editing, thumbnail design, and analytics off your plate 📈 Leaving you with way more time to grow your business!

Delivery is not available yet.

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RJ Helguera — Creative Director | PixelJobs