Find afinancialadvisor youcan trustHave abigpurchasesfundsSearch forold 401k'swith oldemployersWritedown yourfinancialgoalsFind aCPA youcan trustAttend afinancialseminarLook atyourcreditreportMake ameal planand stickto itReviewCity's EAPwebsite forfinancialtopicsRead/listento a financialhelp book orpodcastList your debtsand theirinterest rateand researchsnowballmethodReviewsubscriptionsand cancelones you nolonger useBring alunchto workSavingsAccounts forkids/grandkidsLook intoyourretirementplanLook intoestateplanningHave anEmergencyfundRound updebit cardpurchase &transfer tosavingsPay creditcards infull everymonthSet updirectdepositAdd/updatebeneficiarieson accountsCreateabudgetCompletea NoSpenddayHave a yardsale to getrid of itemsyou nolonger useReview yourSocial Securitystatement formissing incomeinformationFind afinancialadvisor youcan trustHave abigpurchasesfundsSearch forold 401k'swith oldemployersWritedown yourfinancialgoalsFind aCPA youcan trustAttend afinancialseminarLook atyourcreditreportMake ameal planand stickto itReviewCity's EAPwebsite forfinancialtopicsRead/listento a financialhelp book orpodcastList your debtsand theirinterest rateand researchsnowballmethodReviewsubscriptionsand cancelones you nolonger useBring alunchto workSavingsAccounts forkids/grandkidsLook intoyourretirementplanLook intoestateplanningHave anEmergencyfundRound updebit cardpurchase &transfer tosavingsPay creditcards infull everymonthSet updirectdepositAdd/updatebeneficiarieson accountsCreateabudgetCompletea NoSpenddayHave a yardsale to getrid of itemsyou nolonger useReview yourSocial Securitystatement formissing incomeinformation

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