DiversifiedInvestmentsMet with aFinancialAdvisorHave aPlan forMajorPurchasesSaved 3-6Months’Worth ofExpenses forEmergenciesSet UpAutomaticSavingsStarted aRetirementSavingsAccount(401(k), IRA,etc.)Started anInvestmentPortfolioPaid OffHigh-InterestDebtCreated aDebtRepaymentPlanHave aFinancialEducationGoalHave aRetirementSavingsPlanReviewedCreditReportRecentlyRegularlyReviewFinancialGoalsMet with aFinancialAdvisorDiversifiedInvestmentsHave aFinancialEducationGoalCreated aBudgetand TrackExpensesEstablishedanEmergencyFundEstablishedanEmergencyFundSaved 3-6Months’Worth ofExpenses forEmergenciesContributedto a CollegeSavings Plan(ifapplicable)Created aBudgetand TrackExpensesUsed aFinancialApp or Toolto ManageFinancesStartedEstatePlanningDiscussedFinanceswithFamilyAdjustedBudget Aftera Major LifeChangePlannedforHealthcareExpensesHave aFinancialEducationGoalCreated aDebtRepaymentPlanRegularlyReviewFinancialGoalsPlannedforHealthcareExpensesStarted aRetirementSavingsAccount(401(k), IRA,etc.)EstablishedanEmergencyFundHave aPlan forMajorPurchasesHave aRetirementSavingsPlanPaid OffHigh-InterestDebtHave a Willor EstateDocumentsStarted anInvestmentPortfolioFiledTaxes OnTime ThisYearReviewedCreditReportRecentlyReviewedInsurancePolicies forAdequacyStartedEstatePlanningHave aRetirementSavingsPlanMet with aFinancialAdvisorStarted aRetirementSavingsAccount(401(k), IRA,etc.)Contributedto a CollegeSavings Plan(ifapplicable)FiledTaxes OnTime ThisYearHave a Willor EstateDocumentsHave aPlan forMajorPurchasesReviewedCreditReportRecentlyRegularlyReviewFinancialGoalsUsed aFinancialApp or Toolto ManageFinancesAdjustedBudget Aftera Major LifeChangeHaveAdequateInsuranceCoverageStartedEstatePlanningStarted anInvestmentPortfolioDiscussedFinanceswithFamilySet UpAutomaticSavingsDiscussedFinanceswithFamilyCreated aDebtRepaymentPlanPlannedforHealthcareExpensesPaid OffHigh-InterestDebtHaveAdequateInsuranceCoverageSet UpAutomaticSavingsDiversifiedInvestmentsHave a Willor EstateDocumentsCreated aBudgetand TrackExpensesReviewedInsurancePolicies forAdequacyReviewedInsurancePolicies forAdequacyAdjustedBudget Aftera Major LifeChangeSaved 3-6Months’Worth ofExpenses forEmergenciesUsed aFinancialApp or Toolto ManageFinancesFiledTaxes OnTime ThisYearContributedto a CollegeSavings Plan(ifapplicable)HaveAdequateInsuranceCoverageDiversifiedInvestmentsMet with aFinancialAdvisorHave aPlan forMajorPurchasesSaved 3-6Months’Worth ofExpenses forEmergenciesSet UpAutomaticSavingsStarted aRetirementSavingsAccount(401(k), IRA,etc.)Started anInvestmentPortfolioPaid OffHigh-InterestDebtCreated aDebtRepaymentPlanHave aFinancialEducationGoalHave aRetirementSavingsPlanReviewedCreditReportRecentlyRegularlyReviewFinancialGoalsMet with aFinancialAdvisorDiversifiedInvestmentsHave aFinancialEducationGoalCreated aBudgetand TrackExpensesEstablishedanEmergencyFundEstablishedanEmergencyFundSaved 3-6Months’Worth ofExpenses forEmergenciesContributedto a CollegeSavings Plan(ifapplicable)Created aBudgetand TrackExpensesUsed aFinancialApp or Toolto ManageFinancesStartedEstatePlanningDiscussedFinanceswithFamilyAdjustedBudget Aftera Major LifeChangePlannedforHealthcareExpensesHave aFinancialEducationGoalCreated aDebtRepaymentPlanRegularlyReviewFinancialGoalsPlannedforHealthcareExpensesStarted aRetirementSavingsAccount(401(k), IRA,etc.)EstablishedanEmergencyFundHave aPlan forMajorPurchasesHave aRetirementSavingsPlanPaid OffHigh-InterestDebtHave a Willor EstateDocumentsStarted anInvestmentPortfolioFiledTaxes OnTime ThisYearReviewedCreditReportRecentlyReviewedInsurancePolicies forAdequacyStartedEstatePlanningHave aRetirementSavingsPlanMet with aFinancialAdvisorStarted aRetirementSavingsAccount(401(k), IRA,etc.)Contributedto a CollegeSavings Plan(ifapplicable)FiledTaxes OnTime ThisYearHave a Willor EstateDocumentsHave aPlan forMajorPurchasesReviewedCreditReportRecentlyRegularlyReviewFinancialGoalsUsed aFinancialApp or Toolto ManageFinancesAdjustedBudget Aftera Major LifeChangeHaveAdequateInsuranceCoverageStartedEstatePlanningStarted anInvestmentPortfolioDiscussedFinanceswithFamilySet UpAutomaticSavingsDiscussedFinanceswithFamilyCreated aDebtRepaymentPlanPlannedforHealthcareExpensesPaid OffHigh-InterestDebtHaveAdequateInsuranceCoverageSet UpAutomaticSavingsDiversifiedInvestmentsHave a Willor EstateDocumentsCreated aBudgetand TrackExpensesReviewedInsurancePolicies forAdequacyReviewedInsurancePolicies forAdequacyAdjustedBudget Aftera Major LifeChangeSaved 3-6Months’Worth ofExpenses forEmergenciesUsed aFinancialApp or Toolto ManageFinancesFiledTaxes OnTime ThisYearContributedto a CollegeSavings Plan(ifapplicable)HaveAdequateInsuranceCoverage

Untitled 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. Diversified Investments
  2. Met with a Financial Advisor
  3. Have a Plan for Major Purchases
  4. Saved 3-6 Months’ Worth of Expenses for Emergencies
  5. Set Up Automatic Savings
  6. Started a Retirement Savings Account (401(k), IRA, etc.)
  7. Started an Investment Portfolio
  8. Paid Off High-Interest Debt
  9. Created a Debt Repayment Plan
  10. Have a Financial Education Goal
  11. Have a Retirement Savings Plan
  12. Reviewed Credit Report Recently
  13. Regularly Review Financial Goals
  14. Met with a Financial Advisor
  15. Diversified Investments
  16. Have a Financial Education Goal
  17. Created a Budget and Track Expenses
  18. Established an Emergency Fund
  19. Established an Emergency Fund
  20. Saved 3-6 Months’ Worth of Expenses for Emergencies
  21. Contributed to a College Savings Plan (if applicable)
  22. Created a Budget and Track Expenses
  23. Used a Financial App or Tool to Manage Finances
  24. Started Estate Planning
  25. Discussed Finances with Family
  26. Adjusted Budget After a Major Life Change
  27. Planned for Healthcare Expenses
  28. Have a Financial Education Goal
  29. Created a Debt Repayment Plan
  30. Regularly Review Financial Goals
  31. Planned for Healthcare Expenses
  32. Started a Retirement Savings Account (401(k), IRA, etc.)
  33. Established an Emergency Fund
  34. Have a Plan for Major Purchases
  35. Have a Retirement Savings Plan
  36. Paid Off High-Interest Debt
  37. Have a Will or Estate Documents
  38. Started an Investment Portfolio
  39. Filed Taxes On Time This Year
  40. Reviewed Credit Report Recently
  41. Reviewed Insurance Policies for Adequacy
  42. Started Estate Planning
  43. Have a Retirement Savings Plan
  44. Met with a Financial Advisor
  45. Started a Retirement Savings Account (401(k), IRA, etc.)
  46. Contributed to a College Savings Plan (if applicable)
  47. Filed Taxes On Time This Year
  48. Have a Will or Estate Documents
  49. Have a Plan for Major Purchases
  50. Reviewed Credit Report Recently
  51. Regularly Review Financial Goals
  52. Used a Financial App or Tool to Manage Finances
  53. Adjusted Budget After a Major Life Change
  54. Have Adequate Insurance Coverage
  55. Started Estate Planning
  56. Started an Investment Portfolio
  57. Discussed Finances with Family
  58. Set Up Automatic Savings
  59. Discussed Finances with Family
  60. Created a Debt Repayment Plan
  61. Planned for Healthcare Expenses
  62. Paid Off High-Interest Debt
  63. Have Adequate Insurance Coverage
  64. Set Up Automatic Savings
  65. Diversified Investments
  66. Have a Will or Estate Documents
  67. Created a Budget and Track Expenses
  68. Reviewed Insurance Policies for Adequacy
  69. Reviewed Insurance Policies for Adequacy
  70. Adjusted Budget After a Major Life Change
  71. Saved 3-6 Months’ Worth of Expenses for Emergencies
  72. Used a Financial App or Tool to Manage Finances
  73. Filed Taxes On Time This Year
  74. Contributed to a College Savings Plan (if applicable)
  75. Have Adequate Insurance Coverage