Find aCPA youcan trustReview yourSocial Securitystatement formissing incomeinformationAdd/updatebeneficiarieson accountsRead/listento a financialhelp book orpodcastCompletea NoSpenddayBring alunchto workMake ameal planand stickto itAttend afinancialseminarLook intoyourretirementplanFind afinancialadvisor youcan trustCreateabudgetList your debtsand theirinterest rateand researchsnowballmethodPay creditcards infull everymonthSet updirectdepositWritedown yourfinancialgoalsHave abigpurchasesfundsLook atyourcreditreportReviewsubscriptionsand cancelones you nolonger useRound updebit cardpurchase &transfer tosavingsReviewCity's EAPwebsite forfinancialtopicsHave anEmergencyfundSearch forold 401k'swith oldemployersLook intoestateplanningSavingsAccounts forkids/grandkidsHave a yardsale to getrid of itemsyou nolonger useFind aCPA youcan trustReview yourSocial Securitystatement formissing incomeinformationAdd/updatebeneficiarieson accountsRead/listento a financialhelp book orpodcastCompletea NoSpenddayBring alunchto workMake ameal planand stickto itAttend afinancialseminarLook intoyourretirementplanFind afinancialadvisor youcan trustCreateabudgetList your debtsand theirinterest rateand researchsnowballmethodPay creditcards infull everymonthSet updirectdepositWritedown yourfinancialgoalsHave abigpurchasesfundsLook atyourcreditreportReviewsubscriptionsand cancelones you nolonger useRound updebit cardpurchase &transfer tosavingsReviewCity's EAPwebsite forfinancialtopicsHave anEmergencyfundSearch forold 401k'swith oldemployersLook intoestateplanningSavingsAccounts forkids/grandkidsHave 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. Find a CPA you can trust
  2. Review your Social Security statement for missing income information
  3. Add/update beneficiaries on accounts
  4. Read/listen to a financial help book or podcast
  5. Complete a No Spend day
  6. Bring a lunch to work
  7. Make a meal plan and stick to it
  8. Attend a financial seminar
  9. Look into your retirement plan
  10. Find a financial advisor you can trust
  11. Create a budget
  12. List your debts and their interest rate and research snowball method
  13. Pay credit cards in full every month
  14. Set up direct deposit
  15. Write down your financial goals
  16. Have a big purchases funds
  17. Look at your credit report
  18. Review subscriptions and cancel ones you no longer use
  19. Round up debit card purchase & transfer to savings
  20. Review City's EAP website for financial topics
  21. Have an Emergency fund
  22. Search for old 401k's with old employers
  23. Look into estate planning
  24. Savings Accounts for kids/grandkids
  25. Have a yard sale to get rid of items you no longer use