Hassuccessfullypaid off alldebtNeeds toset up aWill &TrustKnows thedifferencebetween aTraditional andRoth accountWants tostart abusinessHas an old401k at apreviousemployerHas a long-termfinancialgoal. PleaseshareNeeds afinancialplan fortheir kid(s)Has aretirementplanHas a short-termfinancialgoal. PleaseshareHas aninvestmentaccountStruggleswith talkingaboutmoneyKnows theinterestrates on alltheir debtWorks witha FinancialProfessionalCurrentlypayingoff debtHas aWilland/orTrustNeedslifeinsuranceKnows theinterest rate ontheir checkingand savingsaccountHas lifeinsuranceHas anemergencyfundSaves a % ofincome eachmonth forfinancialgoalsNeedsincomeprotection(DisabilityInsurance)Uses abudget toolto trackexpensesand incomeIs aentrepreneurKnows whattype of lifeinsurancethey haveHassuccessfullypaid off alldebtNeeds toset up aWill &TrustKnows thedifferencebetween aTraditional andRoth accountWants tostart abusinessHas an old401k at apreviousemployerHas a long-termfinancialgoal. PleaseshareNeeds afinancialplan fortheir kid(s)Has aretirementplanHas a short-termfinancialgoal. PleaseshareHas aninvestmentaccountStruggleswith talkingaboutmoneyKnows theinterestrates on alltheir debtWorks witha FinancialProfessionalCurrentlypayingoff debtHas aWilland/orTrustNeedslifeinsuranceKnows theinterest rate ontheir checkingand savingsaccountHas lifeinsuranceHas anemergencyfundSaves a % ofincome eachmonth forfinancialgoalsNeedsincomeprotection(DisabilityInsurance)Uses abudget toolto trackexpensesand incomeIs aentrepreneurKnows whattype of lifeinsurancethey have

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