Has aretirementplanCurrentlypayingoff debtWorks witha FinancialProfessionalNeeds afinancialplan fortheir kid(s)Needsincomeprotection(DisabilityInsurance)Knows whattype of lifeinsurancethey haveKnows theinterestrates on alltheir debtNeedslifeinsuranceSaves a % ofincome eachmonth forfinancialgoalsHas aWilland/orTrustHas a long-termfinancialgoal. PleaseshareIs aentrepreneurHas an old401k at apreviousemployerNeeds toset up aWill &TrustWants tostart abusinessHas a short-termfinancialgoal. PleaseshareHassuccessfullypaid off alldebtHas aninvestmentaccountKnows thedifferencebetween aTraditional andRoth accountHas lifeinsuranceStruggleswith talkingaboutmoneyHas anemergencyfundKnows theinterest rate ontheir checkingand savingsaccountUses abudget toolto trackexpensesand incomeHas aretirementplanCurrentlypayingoff debtWorks witha FinancialProfessionalNeeds afinancialplan fortheir kid(s)Needsincomeprotection(DisabilityInsurance)Knows whattype of lifeinsurancethey haveKnows theinterestrates on alltheir debtNeedslifeinsuranceSaves a % ofincome eachmonth forfinancialgoalsHas aWilland/orTrustHas a long-termfinancialgoal. PleaseshareIs aentrepreneurHas an old401k at apreviousemployerNeeds toset up aWill &TrustWants tostart abusinessHas a short-termfinancialgoal. PleaseshareHassuccessfullypaid off alldebtHas aninvestmentaccountKnows thedifferencebetween aTraditional andRoth accountHas lifeinsuranceStruggleswith talkingaboutmoneyHas anemergencyfundKnows theinterest rate ontheir checkingand savingsaccountUses abudget toolto trackexpensesand income

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