(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.
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How will you replace your income in retirement?
How is saving for retirement going?
Tell Me More...
When are you planning on retiring?
What do you know about the income options available to you?
How did you pick these investments?
Which planning features have you used on our website?
What are your most important financial concerns?
When was the last time you worked with a financial advisor?
What do you want to do in retirement?
What does retirement look like to you?
How are you allocated in your other retirement accounts?
What changes to your financial needs may need to be made based on your recent life changes?
What other sources of income will you be drawing from?
How is retirement going?
What are your plans for retirement?
How does that home purchase fit into your retirement plan?
What is your investment strategy?
How does that fit into your retirement plan?
How do you make important investment & financial decisions?
How does this account fit into your financial picture?
What has been your investment experience so far?
What prompted your decision to take this withdrawal/loan?
How important is it to you to leave a financial legacy?