Find aCPA youcan trustReview yourSocial Securitystatement formissing incomeinformationMake ameal planand stickto itLook intoestateplanningLook intoyourretirementplanBring alunchto workRound updebit cardpurchase &transfer tosavingsHave abigpurchasesfundsHave anEmergencyfundWritedown yourfinancialgoalsCompletea NoSpenddaySearch forold 401k'swith oldemployersSavingsAccounts forkids/grandkidsCreateabudgetReviewCity's EAPwebsite forfinancialtopicsAttend afinancialseminarLook atyourcreditreportFind afinancialadvisor youcan trustAdd/updatebeneficiarieson accountsHave a yardsale to getrid of itemsyou nolonger useList your debtsand theirinterest rateand researchsnowballmethodReviewsubscriptionsand cancelones you nolonger useRead/listento a financialhelp book orpodcastPay creditcards infull everymonthSet updirectdepositFind aCPA youcan trustReview yourSocial Securitystatement formissing incomeinformationMake ameal planand stickto itLook intoestateplanningLook intoyourretirementplanBring alunchto workRound updebit cardpurchase &transfer tosavingsHave abigpurchasesfundsHave anEmergencyfundWritedown yourfinancialgoalsCompletea NoSpenddaySearch forold 401k'swith oldemployersSavingsAccounts forkids/grandkidsCreateabudgetReviewCity's EAPwebsite forfinancialtopicsAttend afinancialseminarLook atyourcreditreportFind afinancialadvisor youcan trustAdd/updatebeneficiarieson accountsHave a yardsale to getrid of itemsyou nolonger useList your debtsand theirinterest rateand researchsnowballmethodReviewsubscriptionsand cancelones you nolonger useRead/listento a financialhelp book orpodcastPay creditcards infull everymonthSet updirectdeposit

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