Has aWilland/orTrustWants tostart abusinessKnows theinterestrates on alltheir debtNeeds afinancialplan fortheir kid(s)Knows whattype of lifeinsurancethey haveKnows theinterest rate ontheir checkingand savingsaccountIs aentrepreneurHas aretirementplanHas an old401k at apreviousemployerHas lifeinsuranceSaves a % ofincome eachmonth forfinancialgoalsHas a long-termfinancialgoal. PleaseshareNeeds toset up aWill &TrustUses abudget toolto trackexpensesand incomeHas aninvestmentaccountStruggleswith talkingaboutmoneyCurrentlypayingoff debtHas anemergencyfundKnows thedifferencebetween aTraditional andRoth accountHassuccessfullypaid off alldebtNeedslifeinsuranceHas a short-termfinancialgoal. PleaseshareNeedsincomeprotection(DisabilityInsurance)Works witha FinancialProfessionalHas aWilland/orTrustWants tostart abusinessKnows theinterestrates on alltheir debtNeeds afinancialplan fortheir kid(s)Knows whattype of lifeinsurancethey haveKnows theinterest rate ontheir checkingand savingsaccountIs aentrepreneurHas aretirementplanHas an old401k at apreviousemployerHas lifeinsuranceSaves a % ofincome eachmonth forfinancialgoalsHas a long-termfinancialgoal. PleaseshareNeeds toset up aWill &TrustUses abudget toolto trackexpensesand incomeHas aninvestmentaccountStruggleswith talkingaboutmoneyCurrentlypayingoff debtHas anemergencyfundKnows thedifferencebetween aTraditional andRoth accountHassuccessfullypaid off alldebtNeedslifeinsuranceHas a short-termfinancialgoal. PleaseshareNeedsincomeprotection(DisabilityInsurance)Works 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. Has a Will and/or Trust
  2. Wants to start a business
  3. Knows the interest rates on all their debt
  4. Needs a financial plan for their kid(s)
  5. Knows what type of life insurance they have
  6. Knows the interest rate on their checking and savings account
  7. Is a entrepreneur
  8. Has a retirement plan
  9. Has an old 401k at a previous employer
  10. Has life insurance
  11. Saves a % of income each month for financial goals
  12. Has a long-term financial goal. Please share
  13. Needs to set up a Will & Trust
  14. Uses a budget tool to track expenses and income
  15. Has an investment account
  16. Struggles with talking about money
  17. Currently paying off debt
  18. Has an emergency fund
  19. Knows the difference between a Traditional and Roth account
  20. Has successfully paid off all debt
  21. Needs life insurance
  22. Has a short-term financial goal. Please share
  23. Needs income protection (Disability Insurance)
  24. Works with a Financial Professional