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