Knows whattype of lifeinsurancethey haveCurrentlypayingoff debtWants tostart abusinessNeedslifeinsuranceIs aentrepreneurHas a long-termfinancialgoal. PleaseshareSaves a % ofincome eachmonth forfinancialgoalsHas anemergencyfundHassuccessfullypaid off alldebtHas aWilland/orTrustHas an old401k at apreviousemployerNeeds toset up aWill &TrustHas aninvestmentaccountUses abudget toolto trackexpensesand incomeHas aretirementplanKnows theinterestrates on alltheir debtStruggleswith talkingaboutmoneyHas lifeinsuranceKnows theinterest rate ontheir checkingand savingsaccountNeeds afinancialplan fortheir kid(s)Works witha FinancialProfessionalHas a short-termfinancialgoal. PleaseshareKnows thedifferencebetween aTraditional andRoth accountNeedsincomeprotection(DisabilityInsurance)Knows whattype of lifeinsurancethey haveCurrentlypayingoff debtWants tostart abusinessNeedslifeinsuranceIs aentrepreneurHas a long-termfinancialgoal. PleaseshareSaves a % ofincome eachmonth forfinancialgoalsHas anemergencyfundHassuccessfullypaid off alldebtHas aWilland/orTrustHas an old401k at apreviousemployerNeeds toset up aWill &TrustHas aninvestmentaccountUses abudget toolto trackexpensesand incomeHas aretirementplanKnows theinterestrates on alltheir debtStruggleswith talkingaboutmoneyHas lifeinsuranceKnows theinterest rate ontheir checkingand savingsaccountNeeds afinancialplan fortheir kid(s)Works witha FinancialProfessionalHas a short-termfinancialgoal. PleaseshareKnows thedifferencebetween aTraditional andRoth accountNeedsincomeprotection(DisabilityInsurance)

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