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