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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.

Are You Leaving Your Heirs A Tax Bomb?

Are You Leaving Your Heirs A Tax Bomb?

Craig Wear, CFP® · 868 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.

Are You Leaving Your Heirs A Tax Bomb?
Craig Wear, CFP® 868 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 Mistake IRA Millionaires Don’t See Coming (The Fix)

The Mistake IRA Millionaires Don’t See Coming (The Fix)

Craig Wear, CFP® · 867 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 Mistake IRA Millionaires Don’t See Coming (The Fix)
Craig Wear, CFP® 867 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're 73 writing checks to your church, you're leaving taxes on the table

If you're 73 writing checks to your church, you're leaving taxes on the table

Craig Wear, CFP® · 853 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're 73 writing checks to your church, you're leaving taxes on the table
Craig Wear, CFP® 853 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 Even Smart DIY Investors Get Roth Conversions Wrong

Why Even Smart DIY Investors Get Roth Conversions Wrong

Craig Wear, CFP® · 847 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 Even Smart DIY Investors Get Roth Conversions Wrong
Craig Wear, CFP® 847 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 Hack To Win Big In Bad Markets

The IRA Hack To Win Big In Bad Markets

Craig Wear, CFP® · 814 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 Hack To Win Big In Bad Markets
Craig Wear, CFP® 814 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 Without Knowing THIS

Don't Roth Convert Without Knowing THIS

Craig Wear, CFP® · 804 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 Without Knowing THIS
Craig Wear, CFP® 804 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.

Are You Minimizing The WRONG Taxes?

Are You Minimizing The WRONG Taxes?

Craig Wear, CFP® · 801 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.

Are You Minimizing The WRONG Taxes?
Craig Wear, CFP® 801 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 This Tax Penalty On Your Roth Conversions

Avoid This Tax Penalty On Your Roth Conversions

Craig Wear, CFP® · 783 historical views

People behind the work

RJ HelgueraCreative Director profile

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

Avoid This Tax Penalty On Your Roth Conversions
Craig Wear, CFP® 783 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 Could Cost or Save Federal Employees Millions In Taxes

This Could Cost or Save Federal Employees Millions In Taxes

Craig Wear, CFP® · 764 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 Could Cost or Save Federal Employees Millions In Taxes
Craig Wear, CFP® 764 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 Let the IRS Control Your Retirement

Don't Let the IRS Control Your Retirement

Craig Wear, CFP® · 752 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 Let the IRS Control Your Retirement
Craig Wear, CFP® 752 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 Let Your CPA's Roth Strategy Cost You More

Don't Let Your CPA's Roth Strategy Cost You More

Craig Wear, CFP® · 722 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 Let Your CPA's Roth Strategy Cost You More
Craig Wear, CFP® 722 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.

Questions to AVOID IRA Tax Nightmares

Questions to AVOID IRA Tax Nightmares

Craig Wear, CFP® · 700 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.

Questions to AVOID IRA Tax Nightmares
Craig Wear, CFP® 700 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 Tax Trap Costing Your Family Millions

The IRA Tax Trap Costing Your Family Millions

Craig Wear, CFP® · 694 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 Tax Trap Costing Your Family Millions
Craig Wear, CFP® 694 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 Assets Should You Roth Convert First

What Assets Should You Roth Convert First

Craig Wear, CFP® · 687 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 Assets Should You Roth Convert First
Craig Wear, CFP® 687 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 TAX TRAP Every Spouse Must Plan For

The TAX TRAP Every Spouse Must Plan For

Craig Wear, CFP® · 677 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 TAX TRAP Every Spouse Must Plan For
Craig Wear, CFP® 677 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 is the Inheritance Tax Trap

What is the Inheritance Tax Trap

Craig Wear, CFP® · 665 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 is the Inheritance Tax Trap
Craig Wear, CFP® 665 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 Let Your Tax Pipe Burst

Don't Let Your Tax Pipe Burst

Craig Wear, CFP® · 661 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 Let Your Tax Pipe Burst
Craig Wear, CFP® 661 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.

Stop Planning Your Roth Conversions Year By Year

Stop Planning Your Roth Conversions Year By Year

Craig Wear, CFP® · 611 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.

Stop Planning Your Roth Conversions Year By Year
Craig Wear, CFP® 611 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 Cost of Waiting To Roth Convert

The Cost of Waiting To Roth Convert

Craig Wear, CFP® · 610 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 Cost of Waiting To Roth Convert
Craig Wear, CFP® 610 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 is the Estate Plan Tax Trap

What is the Estate Plan Tax Trap

Craig Wear, CFP® · 609 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 is the Estate Plan Tax Trap
Craig Wear, CFP® 609 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 Your IRA Investments Affect Your ROTH Strategy

How Your IRA Investments Affect Your ROTH Strategy

Craig Wear, CFP® · 594 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 Your IRA Investments Affect Your ROTH Strategy
Craig Wear, CFP® 594 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 Secret to Offsetting Retirement Income Spikes

The Secret to Offsetting Retirement Income Spikes

Craig Wear, CFP® · 566 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 Secret to Offsetting Retirement Income Spikes
Craig Wear, CFP® 566 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.

Roth Conversions vs Medicare Premiums

Roth Conversions vs Medicare Premiums

Craig Wear, CFP® · 559 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.

Roth Conversions vs Medicare Premiums
Craig Wear, CFP® 559 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 Let RMDs Sneak Up On You

Don't Let RMDs Sneak Up On You

Craig Wear, CFP® · 555 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 Let RMDs Sneak Up On You
Craig Wear, CFP® 555 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