Make a freeappointmentwith ourretirementplan advisorCheck yourretirementaccount andresearch one ofthe investmentsReview yoursubscriptionsand see if youcan cancel orpause oneShare a favoriteeasy recipewith me so Ican build aCMS cookbook:)Check out whatyou pay in feesfor credit cardsand debtpayments eachmonthDonatesomeunuseditems thisweekTake a look atwhat's availablein town for free(library, parks,kid nights atrestaurants, etc)Talk to a friendor familymember aboutfinancial goalsor stressorsSkip thecoffee shopor breakfaststop for aweekMake a listbeforegroceryshopping (andstick to it!)Increaseyour 401kcontributionsby 1% fornext yearPlan a datenight orfamily/friendevent that iscompletely free(game night?)Make an extrapayment (creditcard, studentloan, mortgageor car principal)Comparisonshop for one ofyour bills(cable,insurance, etc)Try a freeretirementcalculatoronlineTry a freebudgetingapp for aweekMake a donation(time or money)to a charity thatmeanssomething toyouMeal prepfor at leastthree daysTrack all ofyourpurchasesfor one fullweekMake ameal planfor nextweekMake or bringyour lunchinstead ofordering oreating outTry a nospend day(or week!)Set a savingsor debtpayment goalfor the newyearSet up anautomaticweekly ormonthlysavingscontributionMake a freeappointmentwith ourretirementplan advisorCheck yourretirementaccount andresearch one ofthe investmentsReview yoursubscriptionsand see if youcan cancel orpause oneShare a favoriteeasy recipewith me so Ican build aCMS cookbook:)Check out whatyou pay in feesfor credit cardsand debtpayments eachmonthDonatesomeunuseditems thisweekTake a look atwhat's availablein town for free(library, parks,kid nights atrestaurants, etc)Talk to a friendor familymember aboutfinancial goalsor stressorsSkip thecoffee shopor breakfaststop for aweekMake a listbeforegroceryshopping (andstick to it!)Increaseyour 401kcontributionsby 1% fornext yearPlan a datenight orfamily/friendevent that iscompletely free(game night?)Make an extrapayment (creditcard, studentloan, mortgageor car principal)Comparisonshop for one ofyour bills(cable,insurance, etc)Try a freeretirementcalculatoronlineTry a freebudgetingapp for aweekMake a donation(time or money)to a charity thatmeanssomething toyouMeal prepfor at leastthree daysTrack all ofyourpurchasesfor one fullweekMake ameal planfor nextweekMake or bringyour lunchinstead ofordering oreating outTry a nospend day(or week!)Set a savingsor debtpayment goalfor the newyearSet up anautomaticweekly ormonthlysavingscontribution

Financial Wellness - Call List

(Print) Use this randomly generated list as your call list when playing the game. 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.


1
B
2
I
3
O
4
O
5
I
6
N
7
N
8
N
9
G
10
I
11
O
12
N
13
G
14
G
15
I
16
O
17
B
18
B
19
I
20
O
21
B
22
B
23
G
24
G
  1. B-Make a free appointment with our retirement plan advisor
  2. I-Check your retirement account and research one of the investments
  3. O-Review your subscriptions and see if you can cancel or pause one
  4. O-Share a favorite easy recipe with me so I can build a CMS cookbook :)
  5. I-Check out what you pay in fees for credit cards and debt payments each month
  6. N-Donate some unused items this week
  7. N-Take a look at what's available in town for free (library, parks, kid nights at restaurants, etc)
  8. N-Talk to a friend or family member about financial goals or stressors
  9. G-Skip the coffee shop or breakfast stop for a week
  10. I-Make a list before grocery shopping (and stick to it!)
  11. O-Increase your 401k contributions by 1% for next year
  12. N-Plan a date night or family/friend event that is completely free (game night?)
  13. G-Make an extra payment (credit card, student loan, mortgage or car principal)
  14. G-Comparison shop for one of your bills (cable, insurance, etc)
  15. I-Try a free retirement calculator online
  16. O-Try a free budgeting app for a week
  17. B-Make a donation (time or money) to a charity that means something to you
  18. B-Meal prep for at least three days
  19. I-Track all of your purchases for one full week
  20. O-Make a meal plan for next week
  21. B-Make or bring your lunch instead of ordering or eating out
  22. B-Try a no spend day (or week!)
  23. G-Set a savings or debt payment goal for the new year
  24. G-Set up an automatic weekly or monthly savings contribution