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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 Trap That Costs Couples Millions in Taxes

The Trap That Costs Couples Millions in Taxes

Craig Wear, CFP® · 1.1K 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 Trap That Costs Couples Millions in Taxes
Craig Wear, CFP® 1.1K 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.

Avoid An Inheritance Tax Bomb With THIS

Avoid An Inheritance Tax Bomb With THIS

Craig Wear, CFP® · 1.1K 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.

Avoid An Inheritance Tax Bomb With THIS
Craig Wear, CFP® 1.1K 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.

BEAT The RMD Tax Bomb

BEAT The RMD Tax Bomb

Craig Wear, CFP® · 1.1K 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.

BEAT The RMD Tax Bomb
Craig Wear, CFP® 1.1K 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.

Financial Advisors Get This WRONG About IRAs

Financial Advisors Get This WRONG About IRAs

Craig Wear, CFP® · 1.1K 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.

Financial Advisors Get This WRONG About IRAs
Craig Wear, CFP® 1.1K 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.

DON'T Roth Convert in December

DON'T Roth Convert in December

Craig Wear, CFP® · 1.1K 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.

DON'T Roth Convert in December
Craig Wear, CFP® 1.1K 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 IRA Trap No One Talks About

The IRA Trap No One Talks About

Craig Wear, CFP® · 1.1K 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.

The IRA Trap No One Talks About
Craig Wear, CFP® 1.1K 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 Hard Truth About Roth Conversions

The Hard Truth About Roth Conversions

Craig Wear, CFP® · 1.1K 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.

The Hard Truth About Roth Conversions
Craig Wear, CFP® 1.1K 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.

Why Are Roth Conversions So Important RIGHT NOW?

Why Are Roth Conversions So Important RIGHT NOW?

Craig Wear, CFP® · 1.1K 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.

Why Are Roth Conversions So Important RIGHT NOW?
Craig Wear, CFP® 1.1K 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.

99% Make THIS Roth Conversion Mistake

99% Make THIS Roth Conversion Mistake

Craig Wear, CFP® · 1.1K 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.

99% Make THIS Roth Conversion Mistake
Craig Wear, CFP® 1.1K 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.

Why Roth Converting Up To Your Tax Bracket Won't Save You Money (Do This Instead)

Why Roth Converting Up To Your Tax Bracket Won't Save You Money (Do This Instead)

Craig Wear, CFP® · 1.1K historical views

People behind the work

RJ HelgueraCreative Director profile

Roles recorded on this video: Creative Director, Video Editor, YouTube Strategist, Scriptwriter, YouTube Producer, Thumbnail Designer, 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 Roth Converting Up To Your Tax Bracket Won't Save You Money (Do This Instead)
Craig Wear, CFP® 1.1K 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.

This RMD Tax Trap Costs You MILLIONS

This RMD Tax Trap Costs You MILLIONS

Craig Wear, CFP® · 1.1K 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.

This RMD Tax Trap Costs You MILLIONS
Craig Wear, CFP® 1.1K 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.

What Actually Happens To Your Money When You Pass Away

What Actually Happens To Your Money When You Pass Away

Craig Wear, CFP® · 1.1K 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.

What Actually Happens To Your Money When You Pass Away
Craig Wear, CFP® 1.1K 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 Give Your Money To Your Kids, Not the Government

How To Give Your Money To Your Kids, Not the Government

Craig Wear, CFP® · 1K historical views

People behind the work

RJ HelgueraCreative Director profile

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

How To Give Your Money To Your Kids, Not the Government
Craig Wear, CFP® 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.

Waiting to Convert to Roth Costs You THOUSANDS

Waiting to Convert to Roth Costs You THOUSANDS

Craig Wear, CFP® · 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.

Waiting to Convert to Roth Costs You THOUSANDS
Craig Wear, CFP® 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.

I’m 65 With $1.2M In My IRA, Should I Convert To Roth?

I’m 65 With $1.2M In My IRA, Should I Convert To Roth?

Craig Wear, CFP® · 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.

I’m 65 With $1.2M In My IRA, Should I Convert To Roth?
Craig Wear, CFP® 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.

Offset Your Roth Conversions With Donations

Offset Your Roth Conversions With Donations

Craig Wear, CFP® · 993 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.

Offset Your Roth Conversions With Donations
Craig Wear, CFP® 993 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.

Convert These Assets to Roth FIRST

Convert These Assets to Roth FIRST

Craig Wear, CFP® · 990 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.

Convert These Assets to Roth FIRST
Craig Wear, CFP® 990 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 They Saved $1.8 MILLION in IRA Taxes

How They Saved $1.8 MILLION in IRA Taxes

Craig Wear, CFP® · 979 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 They Saved $1.8 MILLION in IRA Taxes
Craig Wear, CFP® 979 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 IRA Mistake That Sticks Your Kids With a Massive Tax Bill

The IRA Mistake That Sticks Your Kids With a Massive Tax Bill

Craig Wear, CFP® · 978 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 IRA Mistake That Sticks Your Kids With a Massive Tax Bill
Craig Wear, CFP® 978 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 Beat The IRS At Its Own Game

How To Beat The IRS At Its Own Game

Craig Wear, CFP® · 975 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 Beat The IRS At Its Own Game
Craig Wear, CFP® 975 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 Biggest Hidden Tax Trap

The Biggest Hidden Tax Trap

Craig Wear, CFP® · 970 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 Biggest Hidden Tax Trap
Craig Wear, CFP® 970 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 Pay Roth Conversion Taxes

The Smart Way IRA Millionaires Pay Roth Conversion Taxes

Craig Wear, CFP® · 929 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® 929 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 Traditional IRAs Cost You MORE in Taxes

How Traditional IRAs Cost You MORE in Taxes

Craig Wear, CFP® · 902 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 Traditional IRAs Cost You MORE in Taxes
Craig Wear, CFP® 902 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 Avoid Millions in Taxes

How IRA Millionaires Avoid Millions in Taxes

Craig Wear, CFP® · 902 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 Avoid Millions in Taxes
Craig Wear, CFP® 902 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