Has aretirementplanIs aentrepreneurHas a long-termfinancialgoal. PleaseshareHas a short-termfinancialgoal. PleaseshareSaves a % ofincome eachmonth forfinancialgoalsNeeds toset up aWill &TrustWorks witha FinancialProfessionalKnows theinterest rate ontheir checkingand savingsaccountHas aninvestmentaccountHas lifeinsuranceKnows thedifferencebetween aTraditional andRoth accountKnows whattype of lifeinsurancethey haveUses abudget toolto trackexpensesand incomeKnows theinterestrates on alltheir debtHas an old401k at apreviousemployerNeeds afinancialplan fortheir kid(s)NeedslifeinsuranceCurrentlypayingoff debtHas anemergencyfundWants tostart abusinessStruggleswith talkingaboutmoneyHas aWilland/orTrustNeedsincomeprotection(DisabilityInsurance)Hassuccessfullypaid off alldebtHas aretirementplanIs aentrepreneurHas a long-termfinancialgoal. PleaseshareHas a short-termfinancialgoal. PleaseshareSaves a % ofincome eachmonth forfinancialgoalsNeeds toset up aWill &TrustWorks witha FinancialProfessionalKnows theinterest rate ontheir checkingand savingsaccountHas aninvestmentaccountHas lifeinsuranceKnows thedifferencebetween aTraditional andRoth accountKnows whattype of lifeinsurancethey haveUses abudget toolto trackexpensesand incomeKnows theinterestrates on alltheir debtHas an old401k at apreviousemployerNeeds afinancialplan fortheir kid(s)NeedslifeinsuranceCurrentlypayingoff debtHas anemergencyfundWants tostart abusinessStruggleswith talkingaboutmoneyHas aWilland/orTrustNeedsincomeprotection(DisabilityInsurance)Hassuccessfullypaid off alldebt

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Has a retirement plan
  2. Is a entrepreneur
  3. Has a long-term financial goal. Please share
  4. Has a short-term financial goal. Please share
  5. Saves a % of income each month for financial goals
  6. Needs to set up a Will & Trust
  7. Works with a Financial Professional
  8. Knows the interest rate on their checking and savings account
  9. Has an investment account
  10. Has life insurance
  11. Knows the difference between a Traditional and Roth account
  12. Knows what type of life insurance they have
  13. Uses a budget tool to track expenses and income
  14. Knows the interest rates on all their debt
  15. Has an old 401k at a previous employer
  16. Needs a financial plan for their kid(s)
  17. Needs life insurance
  18. Currently paying off debt
  19. Has an emergency fund
  20. Wants to start a business
  21. Struggles with talking about money
  22. Has a Will and/or Trust
  23. Needs income protection (Disability Insurance)
  24. Has successfully paid off all debt