Plan a datenight orfamily/friendevent that iscompletely free(game night?)Donatesomeunuseditems thisweekReview yoursubscriptionsand see if youcan cancel orpause oneSkip thecoffee shopor breakfaststop for aweekMake or bringyour lunchinstead ofordering oreating outMake a donation(time or money)to a charity thatmeanssomething toyouTry a freeretirementcalculatoronlineComparisonshop for one ofyour bills(cable,insurance, etc)Make an extrapayment (creditcard, studentloan, mortgageor car principal)Track all ofyourpurchasesfor one fullweekTry a freebudgetingapp for aweekTake a look atwhat's availablein town for free(library, parks,kid nights atrestaurants, etc)Check out whatyou pay in feesfor credit cardsand debtpayments eachmonthSet a savingsor debtpayment goalfor the newyearTalk to a friendor familymember aboutfinancial goalsor stressorsIncreaseyour 401kcontributionsby 1% fornext yearMake a listbeforegroceryshopping (andstick to it!)Try a nospend day(or week!)Make a freeappointmentwith ourretirementplan advisorMake ameal planfor nextweekSet up anautomaticweekly ormonthlysavingscontributionMeal prepfor at leastthree daysShare a favoriteeasy recipewith me so Ican build aCMS cookbook:)Check yourretirementaccount andresearch one ofthe investmentsPlan a datenight orfamily/friendevent that iscompletely free(game night?)Donatesomeunuseditems thisweekReview yoursubscriptionsand see if youcan cancel orpause oneSkip thecoffee shopor breakfaststop for aweekMake or bringyour lunchinstead ofordering oreating outMake a donation(time or money)to a charity thatmeanssomething toyouTry a freeretirementcalculatoronlineComparisonshop for one ofyour bills(cable,insurance, etc)Make an extrapayment (creditcard, studentloan, mortgageor car principal)Track all ofyourpurchasesfor one fullweekTry a freebudgetingapp for aweekTake a look atwhat's availablein town for free(library, parks,kid nights atrestaurants, etc)Check out whatyou pay in feesfor credit cardsand debtpayments eachmonthSet a savingsor debtpayment goalfor the newyearTalk to a friendor familymember aboutfinancial goalsor stressorsIncreaseyour 401kcontributionsby 1% fornext yearMake a listbeforegroceryshopping (andstick to it!)Try a nospend day(or week!)Make a freeappointmentwith ourretirementplan advisorMake ameal planfor nextweekSet up anautomaticweekly ormonthlysavingscontributionMeal prepfor at leastthree daysShare a favoriteeasy recipewith me so Ican build aCMS cookbook:)Check yourretirementaccount andresearch one ofthe investments

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