Look intoestateplanningLook intoyourretirementplanRound updebit cardpurchase &transfer tosavingsMake ameal planand stickto itSearch forold 401k'swith oldemployersAdd/updatebeneficiarieson accountsRead/listento a financialhelp book orpodcastReviewCity's EAPwebsite forfinancialtopicsHave a yardsale to getrid of itemsyou nolonger useAttend afinancialseminarSet updirectdepositReviewsubscriptionsand cancelones you nolonger useList your debtsand theirinterest rateand researchsnowballmethodPay creditcards infull everymonthHave anEmergencyfundFind aCPA youcan trustCreateabudgetCompletea NoSpenddayReview yourSocial Securitystatement formissing incomeinformationBring alunchto workWritedown yourfinancialgoalsHave abigpurchasesfundsFind afinancialadvisor youcan trustLook atyourcreditreportSavingsAccounts forkids/grandkidsLook intoestateplanningLook intoyourretirementplanRound updebit cardpurchase &transfer tosavingsMake ameal planand stickto itSearch forold 401k'swith oldemployersAdd/updatebeneficiarieson accountsRead/listento a financialhelp book orpodcastReviewCity's EAPwebsite forfinancialtopicsHave a yardsale to getrid of itemsyou nolonger useAttend afinancialseminarSet updirectdepositReviewsubscriptionsand cancelones you nolonger useList your debtsand theirinterest rateand researchsnowballmethodPay creditcards infull everymonthHave anEmergencyfundFind aCPA youcan trustCreateabudgetCompletea NoSpenddayReview yourSocial Securitystatement formissing incomeinformationBring alunchto workWritedown yourfinancialgoalsHave abigpurchasesfundsFind afinancialadvisor youcan trustLook atyourcreditreportSavingsAccounts forkids/grandkids

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