Look intoyourretirementplanLook atyourcreditreportFind aCPA youcan trustAdd/updatebeneficiarieson accountsCreateabudgetReviewsubscriptionsand cancelones you nolonger useRound updebit cardpurchase &transfer tosavingsWritedown yourfinancialgoalsList your debtsand theirinterest rateand researchsnowballmethodSavingsAccounts forkids/grandkidsHave abigpurchasesfundsSet updirectdepositPay creditcards infull everymonthCompletea NoSpenddayAttend afinancialseminarReviewCity's EAPwebsite forfinancialtopicsHave a yardsale to getrid of itemsyou nolonger useLook intoestateplanningBring alunchto workReview yourSocial Securitystatement formissing incomeinformationMake ameal planand stickto itSearch forold 401k'swith oldemployersHave anEmergencyfundFind afinancialadvisor youcan trustRead/listento a financialhelp book orpodcastLook intoyourretirementplanLook atyourcreditreportFind aCPA youcan trustAdd/updatebeneficiarieson accountsCreateabudgetReviewsubscriptionsand cancelones you nolonger useRound updebit cardpurchase &transfer tosavingsWritedown yourfinancialgoalsList your debtsand theirinterest rateand researchsnowballmethodSavingsAccounts forkids/grandkidsHave abigpurchasesfundsSet updirectdepositPay creditcards infull everymonthCompletea NoSpenddayAttend afinancialseminarReviewCity's EAPwebsite forfinancialtopicsHave a yardsale to getrid of itemsyou nolonger useLook intoestateplanningBring alunchto workReview yourSocial Securitystatement formissing incomeinformationMake ameal planand stickto itSearch forold 401k'swith oldemployersHave anEmergencyfundFind afinancialadvisor youcan trustRead/listento a financialhelp book orpodcast

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