Have abigpurchasesfundsFind afinancialadvisor youcan trustSet updirectdepositAttend afinancialseminarFind aCPA youcan trustHave anEmergencyfundRound updebit cardpurchase &transfer tosavingsWritedown yourfinancialgoalsReviewCity's EAPwebsite forfinancialtopicsMake ameal planand stickto itList your debtsand theirinterest rateand researchsnowballmethodReview yourSocial Securitystatement formissing incomeinformationCompletea NoSpenddayLook atyourcreditreportLook intoyourretirementplanHave a yardsale to getrid of itemsyou nolonger useAdd/updatebeneficiarieson accountsBring alunchto workReviewsubscriptionsand cancelones you nolonger useSearch forold 401k'swith oldemployersPay creditcards infull everymonthRead/listento a financialhelp book orpodcastCreateabudgetSavingsAccounts forkids/grandkidsLook intoestateplanningHave abigpurchasesfundsFind afinancialadvisor youcan trustSet updirectdepositAttend afinancialseminarFind aCPA youcan trustHave anEmergencyfundRound updebit cardpurchase &transfer tosavingsWritedown yourfinancialgoalsReviewCity's EAPwebsite forfinancialtopicsMake ameal planand stickto itList your debtsand theirinterest rateand researchsnowballmethodReview yourSocial Securitystatement formissing incomeinformationCompletea NoSpenddayLook atyourcreditreportLook intoyourretirementplanHave a yardsale to getrid of itemsyou nolonger useAdd/updatebeneficiarieson accountsBring alunchto workReviewsubscriptionsand cancelones you nolonger useSearch forold 401k'swith oldemployersPay creditcards infull everymonthRead/listento a financialhelp book orpodcastCreateabudgetSavingsAccounts 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. Have a big purchases funds
  2. Find a financial advisor you can trust
  3. Set up direct deposit
  4. Attend a financial seminar
  5. Find a CPA you can trust
  6. Have an Emergency fund
  7. Round up debit card purchase & transfer to savings
  8. Write down your financial goals
  9. Review City's EAP website for financial topics
  10. Make a meal plan and stick to it
  11. List your debts and their interest rate and research snowball method
  12. Review your Social Security statement for missing income information
  13. Complete a No Spend day
  14. Look at your credit report
  15. Look into your retirement plan
  16. Have a yard sale to get rid of items you no longer use
  17. Add/update beneficiaries on accounts
  18. Bring a lunch to work
  19. Review subscriptions and cancel ones you no longer use
  20. Search for old 401k's with old employers
  21. Pay credit cards in full every month
  22. Read/listen to a financial help book or podcast
  23. Create a budget
  24. Savings Accounts for kids/grandkids
  25. Look into estate planning