Review yourSocial Securitystatement formissing incomeinformationFind afinancialadvisor youcan trustMake ameal planand stickto itHave anEmergencyfundSearch forold 401k'swith oldemployersList your debtsand theirinterest rateand researchsnowballmethodLook intoyourretirementplanHave abigpurchasesfundsCompletea NoSpenddayBring alunchto workPay creditcards infull everymonthAttend afinancialseminarReviewCity's EAPwebsite forfinancialtopicsHave a yardsale to getrid of itemsyou nolonger useWritedown yourfinancialgoalsRead/listento a financialhelp book orpodcastSet updirectdepositCreateabudgetFind aCPA youcan trustRound updebit cardpurchase &transfer tosavingsLook atyourcreditreportAdd/updatebeneficiarieson accountsReviewsubscriptionsand cancelones you nolonger useSavingsAccounts forkids/grandkidsLook intoestateplanningReview yourSocial Securitystatement formissing incomeinformationFind afinancialadvisor youcan trustMake ameal planand stickto itHave anEmergencyfundSearch forold 401k'swith oldemployersList your debtsand theirinterest rateand researchsnowballmethodLook intoyourretirementplanHave abigpurchasesfundsCompletea NoSpenddayBring alunchto workPay creditcards infull everymonthAttend afinancialseminarReviewCity's EAPwebsite forfinancialtopicsHave a yardsale to getrid of itemsyou nolonger useWritedown yourfinancialgoalsRead/listento a financialhelp book orpodcastSet updirectdepositCreateabudgetFind aCPA youcan trustRound updebit cardpurchase &transfer tosavingsLook atyourcreditreportAdd/updatebeneficiarieson accountsReviewsubscriptionsand cancelones you nolonger useSavingsAccounts forkids/grandkidsLook intoestateplanning

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