Wants tostart abusinessHas anemergencyfundHas aWilland/orTrustNeeds toset up aWill &TrustHassuccessfullypaid off alldebtNeedsincomeprotection(DisabilityInsurance)Has aninvestmentaccountKnows theinterestrates on alltheir debtWorks witha FinancialProfessionalIs aentrepreneurHas a short-termfinancialgoal. PleaseshareSaves a % ofincome eachmonth forfinancialgoalsHas lifeinsuranceStruggleswith talkingaboutmoneyKnows theinterest rate ontheir checkingand savingsaccountKnows thedifferencebetween aTraditional andRoth accountKnows whattype of lifeinsurancethey haveHas a long-termfinancialgoal. PleaseshareNeedslifeinsuranceHas an old401k at apreviousemployerUses abudget toolto trackexpensesand incomeHas aretirementplanNeeds afinancialplan fortheir kid(s)Currentlypayingoff debtWants tostart abusinessHas anemergencyfundHas aWilland/orTrustNeeds toset up aWill &TrustHassuccessfullypaid off alldebtNeedsincomeprotection(DisabilityInsurance)Has aninvestmentaccountKnows theinterestrates on alltheir debtWorks witha FinancialProfessionalIs aentrepreneurHas a short-termfinancialgoal. PleaseshareSaves a % ofincome eachmonth forfinancialgoalsHas lifeinsuranceStruggleswith talkingaboutmoneyKnows theinterest rate ontheir checkingand savingsaccountKnows thedifferencebetween aTraditional andRoth accountKnows whattype of lifeinsurancethey haveHas a long-termfinancialgoal. PleaseshareNeedslifeinsuranceHas an old401k at apreviousemployerUses abudget toolto trackexpensesand incomeHas aretirementplanNeeds afinancialplan fortheir kid(s)Currentlypayingoff debt

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Wants to start a business
  2. Has an emergency fund
  3. Has a Will and/or Trust
  4. Needs to set up a Will & Trust
  5. Has successfully paid off all debt
  6. Needs income protection (Disability Insurance)
  7. Has an investment account
  8. Knows the interest rates on all their debt
  9. Works with a Financial Professional
  10. Is a entrepreneur
  11. Has a short-term financial goal. Please share
  12. Saves a % of income each month for financial goals
  13. Has life insurance
  14. Struggles with talking about money
  15. Knows the interest rate on their checking and savings account
  16. Knows the difference between a Traditional and Roth account
  17. Knows what type of life insurance they have
  18. Has a long-term financial goal. Please share
  19. Needs life insurance
  20. Has an old 401k at a previous employer
  21. Uses a budget tool to track expenses and income
  22. Has a retirement plan
  23. Needs a financial plan for their kid(s)
  24. Currently paying off debt