Uses abudget toolto trackexpensesand incomeIs aentrepreneurHas a short-termfinancialgoal. PleaseshareHas aninvestmentaccountNeedsincomeprotection(DisabilityInsurance)Needs afinancialplan fortheir kid(s)NeedslifeinsuranceCurrentlypayingoff debtKnows theinterestrates on alltheir debtHas lifeinsuranceHas aretirementplanHas anemergencyfundKnows whattype of lifeinsurancethey haveStruggleswith talkingaboutmoneyKnows thedifferencebetween aTraditional andRoth accountHassuccessfullypaid off alldebtWorks witha FinancialProfessionalNeeds toset up aWill &TrustWants tostart abusinessSaves a % ofincome eachmonth forfinancialgoalsHas a long-termfinancialgoal. PleaseshareKnows theinterest rate ontheir checkingand savingsaccountHas an old401k at apreviousemployerHas aWilland/orTrustUses abudget toolto trackexpensesand incomeIs aentrepreneurHas a short-termfinancialgoal. PleaseshareHas aninvestmentaccountNeedsincomeprotection(DisabilityInsurance)Needs afinancialplan fortheir kid(s)NeedslifeinsuranceCurrentlypayingoff debtKnows theinterestrates on alltheir debtHas lifeinsuranceHas aretirementplanHas anemergencyfundKnows whattype of lifeinsurancethey haveStruggleswith talkingaboutmoneyKnows thedifferencebetween aTraditional andRoth accountHassuccessfullypaid off alldebtWorks witha FinancialProfessionalNeeds toset up aWill &TrustWants tostart abusinessSaves a % ofincome eachmonth forfinancialgoalsHas a long-termfinancialgoal. PleaseshareKnows theinterest rate ontheir checkingand savingsaccountHas an old401k at apreviousemployerHas aWilland/orTrust

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