Knows theexpense ratioof at leastone fund theyownHas ahigh-yieldsavingsaccountUnderstandswhat"lifestylecreep"meansHad a"No-Spend"weekendHas asubscriptionthey forgotthey werepaying forHasnegotiated asalary, rate, orbill in the last12 monthsPanic-sold anasset duringa market dip,only to regretit laterWas activein the marketduring the'07 financialcrisisHas readacompany's10-K filingKnows theirAccenture's401k matchpercentageIs anentrepreneurKnows thedifference b/wthe S&P 500,the Dow Jones,and the NasdaqHas anestateplan or willin placeThinks weare in anAI bubbleBoughtsomethingsecondhandin the last 3monthsHas investedin ETFs, orindex fundsthis yearHas a writteninvestmentpolicy orstrategyResearcheda newfinancialaccount thisyearCheckedtheir creditscore in thelast monthPackedlunchinstead ofeating outthis weekBoughtSpaceXstockHas anemergencyfund with 3+months ofexpensesIscurrentlypaying offdebtCan definewhat marketcapitalizationmeansHas paid offa credit cardbalance infull this yearHas said "I'llloop you in"at least oncethis weekKnows whatAccenture'sHSA or FSAoffers anduses itCan explainwhat theTulip ManiawasHas abeneficiarynamed on afinancialaccountFree!Knows thedifferencebetweenmarginal andaverage taxrateKnowswhat theIMF doesContributedto a 401kor IRA thisyearHasautomaticsavingsturned onHasnegotiated asalary, rate,or bill in thelast yearHas a networth theycouldestimateright nowKnows theexpense ratioof at leastone fund theyownHas ahigh-yieldsavingsaccountUnderstandswhat"lifestylecreep"meansHad a"No-Spend"weekendHas asubscriptionthey forgotthey werepaying forHasnegotiated asalary, rate, orbill in the last12 monthsPanic-sold anasset duringa market dip,only to regretit laterWas activein the marketduring the'07 financialcrisisHas readacompany's10-K filingKnows theirAccenture's401k matchpercentageIs anentrepreneurKnows thedifference b/wthe S&P 500,the Dow Jones,and the NasdaqHas anestateplan or willin placeThinks weare in anAI bubbleBoughtsomethingsecondhandin the last 3monthsHas investedin ETFs, orindex fundsthis yearHas a writteninvestmentpolicy orstrategyResearcheda newfinancialaccount thisyearCheckedtheir creditscore in thelast monthPackedlunchinstead ofeating outthis weekBoughtSpaceXstockHas anemergencyfund with 3+months ofexpensesIscurrentlypaying offdebtCan definewhat marketcapitalizationmeansHas paid offa credit cardbalance infull this yearHas said "I'llloop you in"at least oncethis weekKnows whatAccenture'sHSA or FSAoffers anduses itCan explainwhat theTulip ManiawasHas abeneficiarynamed on afinancialaccountFree!Knows thedifferencebetweenmarginal andaverage taxrateKnowswhat theIMF doesContributedto a 401kor IRA thisyearHasautomaticsavingsturned onHasnegotiated asalary, rate,or bill in thelast yearHas a networth theycouldestimateright now

Wealth Creation Bingo - Call List

(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
  1. Knows the expense ratio of at least one fund they own
  2. Has a high-yield savings account
  3. Understands what "lifestyle creep" means
  4. Had a "No-Spend" weekend
  5. Has a subscription they forgot they were paying for
  6. Has negotiated a salary, rate, or bill in the last 12 months
  7. Panic-sold an asset during a market dip, only to regret it later
  8. Was active in the market during the '07 financial crisis
  9. Has read a company's 10-K filing
  10. Knows their Accenture's 401k match percentage
  11. Is an entrepreneur
  12. Knows the difference b/w the S&P 500, the Dow Jones, and the Nasdaq
  13. Has an estate plan or will in place
  14. Thinks we are in an AI bubble
  15. Bought something secondhand in the last 3 months
  16. Has invested in ETFs, or index funds this year
  17. Has a written investment policy or strategy
  18. Researched a new financial account this year
  19. Checked their credit score in the last month
  20. Packed lunch instead of eating out this week
  21. Bought SpaceX stock
  22. Has an emergency fund with 3+ months of expenses
  23. Is currently paying off debt
  24. Can define what market capitalization means
  25. Has paid off a credit card balance in full this year
  26. Has said "I'll loop you in" at least once this week
  27. Knows what Accenture's HSA or FSA offers and uses it
  28. Can explain what the Tulip Mania was
  29. Has a beneficiary named on a financial account
  30. Free!
  31. Knows the difference between marginal and average tax rate
  32. Knows what the IMF does
  33. Contributed to a 401k or IRA this year
  34. Has automatic savings turned on
  35. Has negotiated a salary, rate, or bill in the last year
  36. Has a net worth they could estimate right now