Increaseyour 401kcontributionsby 1% fornext yearMake an extrapayment (creditcard, studentloan, mortgageor car principal)Comparisonshop for one ofyour bills(cable,insurance, etc)Set a savingsor debtpayment goalfor the newyearMeal prepfor at leastthree daysPlan a datenight orfamily/friendevent that iscompletely free(game night?)Review yoursubscriptionsand see if youcan cancel orpause oneTalk to a friendor familymember aboutfinancial goalsor stressorsDonatesomeunuseditems thisweekTrack all ofyourpurchasesfor one fullweekMake a freeappointmentwith ourretirementplan advisorMake or bringyour lunchinstead ofordering oreating outTry a nospend day(or week!)Check out whatyou pay in feesfor credit cardsand debtpayments eachmonthCheck yourretirementaccount andresearch one ofthe investmentsTry a freebudgetingapp for aweekMake ameal planfor nextweekTry a freeretirementcalculatoronlineSkip thecoffee shopor breakfaststop for aweekMake a listbeforegroceryshopping (andstick to it!)Make a donation(time or money)to a charity thatmeanssomething toyouTake a look atwhat's availablein town for free(library, parks,kid nights atrestaurants, etc)Share a favoriteeasy recipewith me so Ican build aCMS cookbook:)Set up anautomaticweekly ormonthlysavingscontributionIncreaseyour 401kcontributionsby 1% fornext yearMake an extrapayment (creditcard, studentloan, mortgageor car principal)Comparisonshop for one ofyour bills(cable,insurance, etc)Set a savingsor debtpayment goalfor the newyearMeal prepfor at leastthree daysPlan a datenight orfamily/friendevent that iscompletely free(game night?)Review yoursubscriptionsand see if youcan cancel orpause oneTalk to a friendor familymember aboutfinancial goalsor stressorsDonatesomeunuseditems thisweekTrack all ofyourpurchasesfor one fullweekMake a freeappointmentwith ourretirementplan advisorMake or bringyour lunchinstead ofordering oreating outTry a nospend day(or week!)Check out whatyou pay in feesfor credit cardsand debtpayments eachmonthCheck yourretirementaccount andresearch one ofthe investmentsTry a freebudgetingapp for aweekMake ameal planfor nextweekTry a freeretirementcalculatoronlineSkip thecoffee shopor breakfaststop for aweekMake a listbeforegroceryshopping (andstick to it!)Make a donation(time or money)to a charity thatmeanssomething toyouTake a look atwhat's availablein town for free(library, parks,kid nights atrestaurants, etc)Share a favoriteeasy recipewith me so Ican build aCMS cookbook:)Set 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
O
2
G
3
G
4
G
5
B
6
N
7
O
8
N
9
N
10
I
11
B
12
B
13
B
14
I
15
I
16
O
17
O
18
I
19
G
20
I
21
B
22
N
23
O
24
G
  1. O-Increase your 401k contributions by 1% for next year
  2. G-Make an extra payment (credit card, student loan, mortgage or car principal)
  3. G-Comparison shop for one of your bills (cable, insurance, etc)
  4. G-Set a savings or debt payment goal for the new year
  5. B-Meal prep for at least three days
  6. N-Plan a date night or family/friend event that is completely free (game night?)
  7. O-Review your subscriptions and see if you can cancel or pause one
  8. N-Talk to a friend or family member about financial goals or stressors
  9. N-Donate some unused items this week
  10. I-Track all of your purchases for one full week
  11. B-Make a free appointment with our retirement plan advisor
  12. B-Make or bring your lunch instead of ordering or eating out
  13. B-Try a no spend day (or week!)
  14. I-Check out what you pay in fees for credit cards and debt payments each month
  15. I-Check your retirement account and research one of the investments
  16. O-Try a free budgeting app for a week
  17. O-Make a meal plan for next week
  18. I-Try a free retirement calculator online
  19. G-Skip the coffee shop or breakfast stop for a week
  20. I-Make a list before grocery shopping (and stick to it!)
  21. B-Make a donation (time or money) to a charity that means something to you
  22. N-Take a look at what's available in town for free (library, parks, kid nights at restaurants, etc)
  23. O-Share a favorite easy recipe with me so I can build a CMS cookbook :)
  24. G-Set up an automatic weekly or monthly savings contribution