Currentlypayingoff debtNeedsincomeprotection(DisabilityInsurance)Has anemergencyfundKnows theinterest rate ontheir checkingand savingsaccountWants tostart abusinessHas aretirementplanHas an old401k at apreviousemployerNeeds afinancialplan fortheir kid(s)Has aWilland/orTrustHassuccessfullypaid off alldebtKnows theinterestrates on alltheir debtSaves a % ofincome eachmonth forfinancialgoalsIs aentrepreneurKnows thedifferencebetween aTraditional andRoth accountUses abudget toolto trackexpensesand incomeStruggleswith talkingaboutmoneyHas aninvestmentaccountNeedslifeinsuranceHas a long-termfinancialgoal. PleaseshareNeeds toset up aWill &TrustKnows whattype of lifeinsurancethey haveWorks witha FinancialProfessionalHas a short-termfinancialgoal. PleaseshareHas lifeinsuranceCurrentlypayingoff debtNeedsincomeprotection(DisabilityInsurance)Has anemergencyfundKnows theinterest rate ontheir checkingand savingsaccountWants tostart abusinessHas aretirementplanHas an old401k at apreviousemployerNeeds afinancialplan fortheir kid(s)Has aWilland/orTrustHassuccessfullypaid off alldebtKnows theinterestrates on alltheir debtSaves a % ofincome eachmonth forfinancialgoalsIs aentrepreneurKnows thedifferencebetween aTraditional andRoth accountUses abudget toolto trackexpensesand incomeStruggleswith talkingaboutmoneyHas aninvestmentaccountNeedslifeinsuranceHas a long-termfinancialgoal. PleaseshareNeeds toset up aWill &TrustKnows whattype of lifeinsurancethey haveWorks witha FinancialProfessionalHas a short-termfinancialgoal. PleaseshareHas lifeinsurance

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