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

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