Started anInvestmentPortfolioStarted aRetirementSavingsAccount(401(k), IRA,etc.)DiversifiedInvestmentsContributedto a CollegeSavings Plan(ifapplicable)Have aFinancialEducationGoalCreated aDebtRepaymentPlanPaid OffHigh-InterestDebtHaveAdequateInsuranceCoverageHave aFinancialEducationGoalHave a Willor EstateDocumentsPlannedforHealthcareExpensesDiscussedFinanceswithFamilyEstablishedanEmergencyFundReviewedCreditReportRecentlyHave aRetirementSavingsPlanStartedEstatePlanningHave aRetirementSavingsPlanReviewedInsurancePolicies forAdequacyPaid OffHigh-InterestDebtCreated aBudgetand TrackExpensesEstablishedanEmergencyFundSet UpAutomaticSavingsHave aPlan forMajorPurchasesDiversifiedInvestmentsContributedto a CollegeSavings Plan(ifapplicable)DiscussedFinanceswithFamilyPaid OffHigh-InterestDebtStarted aRetirementSavingsAccount(401(k), IRA,etc.)Used aFinancialApp or Toolto ManageFinancesDiscussedFinanceswithFamilyEstablishedanEmergencyFundSet UpAutomaticSavingsReviewedCreditReportRecentlyStarted anInvestmentPortfolioReviewedInsurancePolicies forAdequacyHave aPlan forMajorPurchasesStartedEstatePlanningAdjustedBudget Aftera Major LifeChangeSaved 3-6Months’Worth ofExpenses forEmergenciesSaved 3-6Months’Worth ofExpenses forEmergenciesPlannedforHealthcareExpensesMet with aFinancialAdvisorHave aPlan forMajorPurchasesPlannedforHealthcareExpensesStarted anInvestmentPortfolioFiledTaxes OnTime ThisYearRegularlyReviewFinancialGoalsFiledTaxes OnTime ThisYearRegularlyReviewFinancialGoalsCreated aDebtRepaymentPlanCreated aBudgetand TrackExpensesHaveAdequateInsuranceCoverageCreated aBudgetand TrackExpensesSet UpAutomaticSavingsHave a Willor EstateDocumentsSaved 3-6Months’Worth ofExpenses forEmergenciesStarted aRetirementSavingsAccount(401(k), IRA,etc.)Have aFinancialEducationGoalRegularlyReviewFinancialGoalsContributedto a CollegeSavings Plan(ifapplicable)Have aRetirementSavingsPlanStartedEstatePlanningCreated aDebtRepaymentPlanAdjustedBudget Aftera Major LifeChangeMet with aFinancialAdvisorUsed aFinancialApp or Toolto ManageFinancesAdjustedBudget Aftera Major LifeChangeUsed aFinancialApp or Toolto ManageFinancesHaveAdequateInsuranceCoverageHave a Willor EstateDocumentsFiledTaxes OnTime ThisYearMet with aFinancialAdvisorReviewedCreditReportRecentlyDiversifiedInvestmentsReviewedInsurancePolicies forAdequacyStarted anInvestmentPortfolioStarted aRetirementSavingsAccount(401(k), IRA,etc.)DiversifiedInvestmentsContributedto a CollegeSavings Plan(ifapplicable)Have aFinancialEducationGoalCreated aDebtRepaymentPlanPaid OffHigh-InterestDebtHaveAdequateInsuranceCoverageHave aFinancialEducationGoalHave a Willor EstateDocumentsPlannedforHealthcareExpensesDiscussedFinanceswithFamilyEstablishedanEmergencyFundReviewedCreditReportRecentlyHave aRetirementSavingsPlanStartedEstatePlanningHave aRetirementSavingsPlanReviewedInsurancePolicies forAdequacyPaid OffHigh-InterestDebtCreated aBudgetand TrackExpensesEstablishedanEmergencyFundSet UpAutomaticSavingsHave aPlan forMajorPurchasesDiversifiedInvestmentsContributedto a CollegeSavings Plan(ifapplicable)DiscussedFinanceswithFamilyPaid OffHigh-InterestDebtStarted aRetirementSavingsAccount(401(k), IRA,etc.)Used aFinancialApp or Toolto ManageFinancesDiscussedFinanceswithFamilyEstablishedanEmergencyFundSet UpAutomaticSavingsReviewedCreditReportRecentlyStarted anInvestmentPortfolioReviewedInsurancePolicies forAdequacyHave aPlan forMajorPurchasesStartedEstatePlanningAdjustedBudget Aftera Major LifeChangeSaved 3-6Months’Worth ofExpenses forEmergenciesSaved 3-6Months’Worth ofExpenses forEmergenciesPlannedforHealthcareExpensesMet with aFinancialAdvisorHave aPlan forMajorPurchasesPlannedforHealthcareExpensesStarted anInvestmentPortfolioFiledTaxes OnTime ThisYearRegularlyReviewFinancialGoalsFiledTaxes OnTime ThisYearRegularlyReviewFinancialGoalsCreated aDebtRepaymentPlanCreated aBudgetand TrackExpensesHaveAdequateInsuranceCoverageCreated aBudgetand TrackExpensesSet UpAutomaticSavingsHave a Willor EstateDocumentsSaved 3-6Months’Worth ofExpenses forEmergenciesStarted aRetirementSavingsAccount(401(k), IRA,etc.)Have aFinancialEducationGoalRegularlyReviewFinancialGoalsContributedto a CollegeSavings Plan(ifapplicable)Have aRetirementSavingsPlanStartedEstatePlanningCreated aDebtRepaymentPlanAdjustedBudget Aftera Major LifeChangeMet with aFinancialAdvisorUsed aFinancialApp or Toolto ManageFinancesAdjustedBudget Aftera Major LifeChangeUsed aFinancialApp or Toolto ManageFinancesHaveAdequateInsuranceCoverageHave a Willor EstateDocumentsFiledTaxes OnTime ThisYearMet with aFinancialAdvisorReviewedCreditReportRecentlyDiversifiedInvestmentsReviewedInsurancePolicies forAdequacy

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