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