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