Has a long-termfinancialgoal. PleaseshareHas anemergencyfundHas a short-termfinancialgoal. PleaseshareNeedslifeinsuranceKnows thedifferencebetween aTraditional andRoth accountNeedsincomeprotection(DisabilityInsurance)Needs afinancialplan fortheir kid(s)Needs toset up aWill &TrustStruggleswith talkingaboutmoneyHas aretirementplanHassuccessfullypaid off alldebtWorks witha FinancialProfessionalHas an old401k at apreviousemployerHas aninvestmentaccountHas lifeinsuranceUses abudget toolto trackexpensesand incomeSaves a % ofincome eachmonth forfinancialgoalsKnows theinterest rate ontheir checkingand savingsaccountIs aentrepreneurKnows whattype of lifeinsurancethey haveKnows theinterestrates on alltheir debtHas aWilland/orTrustCurrentlypayingoff debtWants tostart abusinessHas a long-termfinancialgoal. PleaseshareHas anemergencyfundHas a short-termfinancialgoal. PleaseshareNeedslifeinsuranceKnows thedifferencebetween aTraditional andRoth accountNeedsincomeprotection(DisabilityInsurance)Needs afinancialplan fortheir kid(s)Needs toset up aWill &TrustStruggleswith talkingaboutmoneyHas aretirementplanHassuccessfullypaid off alldebtWorks witha FinancialProfessionalHas an old401k at apreviousemployerHas aninvestmentaccountHas lifeinsuranceUses abudget toolto trackexpensesand incomeSaves a % ofincome eachmonth forfinancialgoalsKnows theinterest rate ontheir checkingand savingsaccountIs aentrepreneurKnows whattype of lifeinsurancethey haveKnows theinterestrates on alltheir debtHas aWilland/orTrustCurrentlypayingoff debtWants tostart abusiness

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