Has aWilland/orTrustNeedsincomeprotection(DisabilityInsurance)Has an old401k at apreviousemployerKnows whattype of lifeinsurancethey haveHas a short-termfinancialgoal. PleaseshareUses abudget toolto trackexpensesand incomeWants tostart abusinessWorks witha FinancialProfessionalStruggleswith talkingaboutmoneyHas aretirementplanHas anemergencyfundKnows theinterest rate ontheir checkingand savingsaccountKnows thedifferencebetween aTraditional andRoth accountIs aentrepreneurKnows theinterestrates on alltheir debtNeeds toset up aWill &TrustNeeds afinancialplan fortheir kid(s)Currentlypayingoff debtHas lifeinsuranceHassuccessfullypaid off alldebtNeedslifeinsuranceSaves a % ofincome eachmonth forfinancialgoalsHas aninvestmentaccountHas a long-termfinancialgoal. PleaseshareHas aWilland/orTrustNeedsincomeprotection(DisabilityInsurance)Has an old401k at apreviousemployerKnows whattype of lifeinsurancethey haveHas a short-termfinancialgoal. PleaseshareUses abudget toolto trackexpensesand incomeWants tostart abusinessWorks witha FinancialProfessionalStruggleswith talkingaboutmoneyHas aretirementplanHas anemergencyfundKnows theinterest rate ontheir checkingand savingsaccountKnows thedifferencebetween aTraditional andRoth accountIs aentrepreneurKnows theinterestrates on alltheir debtNeeds toset up aWill &TrustNeeds afinancialplan fortheir kid(s)Currentlypayingoff debtHas lifeinsuranceHassuccessfullypaid off alldebtNeedslifeinsuranceSaves a % ofincome eachmonth forfinancialgoalsHas aninvestmentaccountHas a long-termfinancialgoal. Pleaseshare

Financial Literacy 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. Has a Will and/or Trust
  2. Needs income protection (Disability Insurance)
  3. Has an old 401k at a previous employer
  4. Knows what type of life insurance they have
  5. Has a short-term financial goal. Please share
  6. Uses a budget tool to track expenses and income
  7. Wants to start a business
  8. Works with a Financial Professional
  9. Struggles with talking about money
  10. Has a retirement plan
  11. Has an emergency fund
  12. Knows the interest rate on their checking and savings account
  13. Knows the difference between a Traditional and Roth account
  14. Is a entrepreneur
  15. Knows the interest rates on all their debt
  16. Needs to set up a Will & Trust
  17. Needs a financial plan for their kid(s)
  18. Currently paying off debt
  19. Has life insurance
  20. Has successfully paid off all debt
  21. Needs life insurance
  22. Saves a % of income each month for financial goals
  23. Has an investment account
  24. Has a long-term financial goal. Please share