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