Add/updatebeneficiarieson accountsBring alunchto workLook intoestateplanningWritedown yourfinancialgoalsRound updebit cardpurchase &transfer tosavingsFind afinancialadvisor youcan trustLook intoyourretirementplanRead/listento a financialhelp book orpodcastAttend afinancialseminarCompletea NoSpenddayReviewsubscriptionsand cancelones you nolonger useFind aCPA youcan trustSearch forold 401k'swith oldemployersPay creditcards infull everymonthSet updirectdepositHave anEmergencyfundMake ameal planand stickto itHave abigpurchasesfundsReview yourSocial Securitystatement formissing incomeinformationCreateabudgetSavingsAccounts forkids/grandkidsLook atyourcreditreportList your debtsand theirinterest rateand researchsnowballmethodReviewCity's EAPwebsite forfinancialtopicsHave a yardsale to getrid of itemsyou nolonger useAdd/updatebeneficiarieson accountsBring alunchto workLook intoestateplanningWritedown yourfinancialgoalsRound updebit cardpurchase &transfer tosavingsFind afinancialadvisor youcan trustLook intoyourretirementplanRead/listento a financialhelp book orpodcastAttend afinancialseminarCompletea NoSpenddayReviewsubscriptionsand cancelones you nolonger useFind aCPA youcan trustSearch forold 401k'swith oldemployersPay creditcards infull everymonthSet updirectdepositHave anEmergencyfundMake ameal planand stickto itHave abigpurchasesfundsReview yourSocial Securitystatement formissing incomeinformationCreateabudgetSavingsAccounts forkids/grandkidsLook atyourcreditreportList your debtsand theirinterest rateand researchsnowballmethodReviewCity's EAPwebsite forfinancialtopicsHave a yardsale to getrid of itemsyou nolonger use

Financial 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. Add/update beneficiaries on accounts
  2. Bring a lunch to work
  3. Look into estate planning
  4. Write down your financial goals
  5. Round up debit card purchase & transfer to savings
  6. Find a financial advisor you can trust
  7. Look into your retirement plan
  8. Read/listen to a financial help book or podcast
  9. Attend a financial seminar
  10. Complete a No Spend day
  11. Review subscriptions and cancel ones you no longer use
  12. Find a CPA you can trust
  13. Search for old 401k's with old employers
  14. Pay credit cards in full every month
  15. Set up direct deposit
  16. Have an Emergency fund
  17. Make a meal plan and stick to it
  18. Have a big purchases funds
  19. Review your Social Security statement for missing income information
  20. Create a budget
  21. Savings Accounts for kids/grandkids
  22. Look at your credit report
  23. List your debts and their interest rate and research snowball method
  24. Review City's EAP website for financial topics
  25. Have a yard sale to get rid of items you no longer use