Completeda Roth IRA  Saving sixmonths worthof livingexpenses  Utilize anexpensetracking appor system  Created a budgetfor living withinmeans andavoidingunnecessary debt  Created astudent loanrepaymentplanHave lifeinsurance  Opened aHigh YieldSavingsAccount  Negotiated acompetitivesalary orcompensationpackageCompleteda backdoorRoth IRAStarted aside hustle/ freelancework Opened asavingsaccount andstarted savingregularlyCreated a planto save forchildren'seducation (e.g.,529 plans) Created a planto save for adown paymenton a home orinvestmentpropertySet specificfinancialgoals for thenext 1-3yearsSold yourfirst stockand madea profitHas funds formajor expenses(e.g., carrepairs,vacations)  Refinancedtheir studentloans to alower rate  Obtaineddisabilityinsurance toprotect yourincomeHas afinancialadvisor orplannerPaid off somecredit card debtand maintaineda low creditutilization ratio  Exploredpartnershipor practiceownershipopportunitiesFiled their2022taxes  Boughtyour firstindex fund Startedcontributing toa retirementaccount (e.g.,401(k), IRA)Completeda Roth IRA  Saving sixmonths worthof livingexpenses  Utilize anexpensetracking appor system  Created a budgetfor living withinmeans andavoidingunnecessary debt  Created astudent loanrepaymentplanHave lifeinsurance  Opened aHigh YieldSavingsAccount  Negotiated acompetitivesalary orcompensationpackageCompleteda backdoorRoth IRAStarted aside hustle/ freelancework Opened asavingsaccount andstarted savingregularlyCreated a planto save forchildren'seducation (e.g.,529 plans) Created a planto save for adown paymenton a home orinvestmentpropertySet specificfinancialgoals for thenext 1-3yearsSold yourfirst stockand madea profitHas funds formajor expenses(e.g., carrepairs,vacations)  Refinancedtheir studentloans to alower rate  Obtaineddisabilityinsurance toprotect yourincomeHas afinancialadvisor orplannerPaid off somecredit card debtand maintaineda low creditutilization ratio  Exploredpartnershipor practiceownershipopportunitiesFiled their2022taxes  Boughtyour firstindex fund Startedcontributing toa retirementaccount (e.g.,401(k), IRA)

Financial Freedom 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.


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  1. Completed a Roth IRA
  2. Saving six months worth of living expenses
  3. Utilize an expense tracking app or system
  4. Created a budget for living within means and avoiding unnecessary debt
  5. Created a student loan repayment plan
  6. Have life insurance
  7. Opened a High Yield Savings Account
  8. Negotiated a competitive salary or compensation package
  9. Completed a backdoor Roth IRA
  10. Started a side hustle / freelance work
  11. Opened a savings account and started saving regularly
  12. Created a plan to save for children's education (e.g., 529 plans)
  13. Created a plan to save for a down payment on a home or investment property
  14. Set specific financial goals for the next 1-3 years
  15. Sold your first stock and made a profit
  16. Has funds for major expenses (e.g., car repairs, vacations)
  17. Refinanced their student loans to a lower rate
  18. Obtained disability insurance to protect your income
  19. Has a financial advisor or planner
  20. Paid off some credit card debt and maintained a low credit utilization ratio
  21. Explored partnership or practice ownership opportunities
  22. Filed their 2022 taxes
  23. Bought your first index fund
  24. Started contributing to a retirement account (e.g., 401(k), IRA)