Saves a % ofincome eachmonth forfinancialgoalsKnows theinterestrates on alltheir debtUses abudget toolto trackexpensesand incomeCurrentlypayingoff debtKnows thedifferencebetween aTraditional andRoth accountKnows whattype of lifeinsurancethey haveHas an old401k at apreviousemployerIs aentrepreneurNeeds afinancialplan fortheir kid(s)Has aretirementplanHas lifeinsuranceStruggleswith talkingaboutmoneyHas aninvestmentaccountNeedslifeinsuranceHassuccessfullypaid off alldebtWants tostart abusinessNeeds toset up aWill &TrustHas a short-termfinancialgoal. PleaseshareNeedsincomeprotection(DisabilityInsurance)Has anemergencyfundHas aWilland/orTrustKnows theinterest rate ontheir checkingand savingsaccountHas a long-termfinancialgoal. PleaseshareWorks witha FinancialProfessionalSaves a % ofincome eachmonth forfinancialgoalsKnows theinterestrates on alltheir debtUses abudget toolto trackexpensesand incomeCurrentlypayingoff debtKnows thedifferencebetween aTraditional andRoth accountKnows whattype of lifeinsurancethey haveHas an old401k at apreviousemployerIs aentrepreneurNeeds afinancialplan fortheir kid(s)Has aretirementplanHas lifeinsuranceStruggleswith talkingaboutmoneyHas aninvestmentaccountNeedslifeinsuranceHassuccessfullypaid off alldebtWants tostart abusinessNeeds toset up aWill &TrustHas a short-termfinancialgoal. PleaseshareNeedsincomeprotection(DisabilityInsurance)Has anemergencyfundHas aWilland/orTrustKnows theinterest rate ontheir checkingand savingsaccountHas a long-termfinancialgoal. PleaseshareWorks witha FinancialProfessional

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